Is there an easy way to show contract price per year for invoicing purposes?

(0) Share

Report

Posted on by thecharwest

215

We're rebuilding our CRM and trying to find a way to help our Finance department by clearing up our contract data. At the moment, live contracts are all saved in their own entity with the total value, but I'm trying to find a way to easily display their yearly contract value.

The goal is that the Finance department can receive a report once a month which contains invoice information relevant to that month.

So far, I've come up with the idea to list each of the years of the contracts as a separate record (Contract A 2020, Contract A 2021, etc.) and then use a calculated field to bring up the invoice amount for each invoice period. This will mean having to input a lot of the same information though for separate records, though.

Is there a better way to do this which I'm missing?

All responses (1)

Answers (0)

Suggested answer

Ioannis Vrasenikis on at

Like (0)

Report

RE: Is there an easy way to show contract price per year for invoicing purposes?

Hi Charlotte,

that is definitely an approach.

Did you consider also approaching this topic only from the reporting perspective?

The rich grouping/filtering capabilities of Power BI might make your life easier here and might remove the need of a separate "grouping" entity.