Monthly revenue report

Monthly revenue report helps us forecast company's financial flows in more detail. Usually the amount planned in the opportunity is not payed at once but in several payments. And because payments are usually different from one case to another we have prepared a functionality that allows you to plan monthly payments and forecast them with monthly revenue report.

The simplest way to enter monthly payments is directly on Opportunity's detailed view. By pressing „Monthly Payments“ Button a dialog window appears.

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The dialog window for entering monthly payments contains two parts. The first part is for entering individual payments one by one, and the second part is to create monthly payments automatically in the same amount in a defined period of time. Off-course they can be used at the same time, as this is most common.

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By clicking the „Preview Payments“ button, you can see all the payments that will be created in the report. You can also rename them here and press „Create payments“ button when finished.

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The newly created monthly payments will display just beneath the Opportunity detailed view, above the related activities to this opportunity.

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At this moment you can not edit created monthly payments one by one to avoid mistakes with opportunity amount totals and due dates. But what you can do is:

1. Create new payments once again
2. Change the amount on the Opportunity
3. Change the expected close date on the Opportunity