
Not sure if this is possible but any suggestions would be appreciated.
I need to be able to break out the amount on the Opportunity based on two custom date fields, "Start Date" and "End Date", in order to have an accurate pipeline report.
Example;
An Opportunity was booked for $10,000 and is set to spend that amount between 11/1 and 12/15.
I have a formula field on the oppty that calculates the Avg. Daily spend based on the number of days the campaign will run, in this case $10,000/45 days = $222.22 per day.
I am having trouble however putting this into a report and breaking the spend per month out for the months/days it will actually be running. I would like to somehow get this into a Matrix report so I can show that this Oppty will have about $6665 spend in November and $3335 spend in December.
Any Ideas how I would accommplish this?
3 answers
Okay, then in that case in lieu of Products and Schedules I would suggest creating a custom object that has a Master-Detail relationship to the Opportunity that will hold the incremantal Date and Amount information.