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 = this will automatically delete all your previous payments on this opportunity
2. Change the amount on the Opportunity = you will get a notification for your confirmation to delete all existing payments in case you decide to change the amount and save the opportunity - than you need to create the payments again properly (see the notification bellow)
3. Change the expected close date on the Opportunity = this will automatically move all due dates on all payments related to this opportunity for the same period as you moved the expected close date. (ex. if you changed Expected close date from 1.7.2014 to 10.7.2014, all the payments will slide for 9 days)

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You can see the monthly payments from all the opportunities gathered in one report. See picture bellow.

• The report displays revenues grouped by month.
• Every payment is displayed in its own line, it displays, opportunity name, opportunity type, payment subject, absolute value of the payment, pondered value of the payment and assignee.
• It contains totals by month in absolute value and also in pondered value. The information for pondered values of monthly revenues is obtained on the opportunity in the field „Probability“.
• This report can also be exported to excel for further analyses.

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