I’ve taken a sample of opportunities where the agreement may involve revenue (one-time) and/or revenue (monthly), both we’d start billing 30 days following the projected close date.
So if it has a one-time revenue, that gets billed 30 days after close in the full amount and if it has a monthly, the monthly billing begins 30 days after close for the monthly. If both, the one time + monthly, then monthly there after. The # of months for the “recurr amount” which is the total divided by months. (in the first opp you’ll it’s both a one time and monthly for 1 month).
So it could have first month amount that differs from the monthly amount. Both are billed (and reflected monthly) until the total (Revenue total) is paid.
I’ve created all of this but then I am stumped at a certain point. (pbix is attached)
Goal: how can I get revenue total per month by opportunity? I have a start date (which is calculated 30 days after projected close) and number of months a monthly amount is charged, first month total and an amount to charge monthly after the first month until I reach the total (in purple). I may have set this up wrong, in pbix, you can see everything after projected close date is calculated columns.
pbix-
excel-under the orange “how do I get this part?” is done manually in excel. how can I accomplish this in power bi?
Any help is appreciated
test.Distribution over months.pbix (175.0 KB) (175.0 KB) testdataexcel.csv (1.7 KB)
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