Forum Discussion

Budfudder's avatar
Budfudder
Helper IV
7 years ago

Comparing Estimate To Actual - Using Two Dates

We have a series of opportunities that represent possible deals, and each has an estimated value and an estimated close date. So at any time I can look at the open opportunities, their estimated valu...
Need Help
v-juanli-msft's avatar
v-juanli-msft
Community Support
7 years ago

Hi Budfudder

Does your dataset look like the table below

deals	estimated value	  estimated close date	  actual value	  actual date
1	1	          1/1/2018	          2	          1/2/2018
2	2	          1/2/2018	          3	          1/3/2018
3	3	          1/3/2018	          1	          1/4/2018
4	4	          1/4/2018	          2	          1/4/2018
5	5	          1/5/2018	          3	          1/3/2018
6	6	          1/6/2018	          6	          1/7/2018

Then when you select a date range or a certain date, it should show the sum of estimated value and actual value for all deals(opportunities) ->here i'm not sure it should be all deals or for each deal?

 

Please let me know more clearly.

 

Best Regards

Maggie

 

Budfudder's avatar
Budfudder
Helper IV
7 years ago

Hi Maggie,

 

THat's a good example of how the data looks - except that some values won't have 'actual date' at all - meaning they haven't yet closed.

 

The final figure would be the sum of all deals closed since the first date. 

 

So, for example, if the user chose a first date of 1/5 and a second date of 1/7, then the the value for deal 5 in your table wouldn't be included, because although it has an estimated close date of 1/5, its actual date was 1/3 - outside the period 1/5-1/7.