My company is interested in recommendations for tracking earned and forecasted revenue on Closed/Won Opportunities.
We offer clients a SAAS solution. This product requires both up-front and monthly fees. When an Opportunity of this kind is won, our plan had been to populate a Product Schedule showing each expected payment, splitting out separately each fixed payment due as well as each monthly payment due (as it can vary month-to-month). When entering this data, the Opportunity field Amount includes the full value of the Product Schedule. This is to be expected. But how can we differentiate b/w the payments that have been earned and those that are forecasted?
One thought is to create a picklist field in the Product Schedule labeled Earned/Forecasted. Ideally, the field defaults to Earned on the payment due date, and stays as Forecasted for future payments. Then we would create calculation fields for all Earned revenue and all Forecasted revenue. What do you think? Might there be something out-of-the-box that would accomplish the same thing?
Looking forward to your feedback!
Thank you,
John
1 resposta
Here's something that I built on my org that might work for that
Tips & Tricks: Creating Sales vs. Goal Reports and Dashboards
https://trailblazers.salesforce.com/answers?id=90630000000hs6gAAA
