"Current Year Projected Revenue" should be equal to "Servicing Fees" if "Frequency" is "One Time"
should be equal to "1st Year Revenue"/365 * 12/31/18-"Close Date" if "Frequency" is "Month" or "Year"
This is not how the formula was written, I have just clearly written out the desired result.
I've tried CASE, IF and ISPICKVAL and nothing is working.
Help is MUCH appreciated.
Thanks!
Shelby
15 answers
Like this? IF( CloseDate < DATE(2018, 12, 31), 0 ,
IF(
TEXT(Frequency__c) = "One Time",
Servicing_Fees__c,
IF( CloseDate < DATE(2018, 01, 01), Trimont_1st_Year_Rev__c ,
IF(
OR(
TEXT(Frequency__c) = "Month",
TEXT(Frequency__c) = "Year"
),
( Trimont_1st_Year_Rev__c / 365) * (DATE(2018, 12, 31) - Estimated_Close_Date__c ),
NULL)
)
)
)
