Report - Opportunities with Scheduled Revenue Starting This Year?

Question

Hello - I'm trying to figure out how to create a report that shows all Closed Won opportunities with scheduled revenue that starts this year only (so even if the Opportunity was created last year, it should be included if the revenue starts this year and there was no scheduled revenue for last year; and if any Opportunities were created last year and have scheduled revenue for last year and this year should NOT be included).  This seems like it would be simple, but I can't figure out how to do it without creating some additional formual fields on Opportunities and Opportunity Products.  Any help would be appreciated!!

Jeff May · Accepted Answer

The only way to do that would be to have a field on the Opp that indicates "first schedule month" since your report will be on Opps with Product Schedules, the Opp is the only place where the "cross--schedule-record" information such as 'starting date' could be stored.

Jeff May · Answer

Yes.  I think you will need to use Process Builder to call a Flow so you can search for and find the right Schedule Record with the earliest Date and then update the Opp with that value.

Report - Opportunities with Scheduled Revenue Starting This Year?

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