Forum Discussion
Creating Forecast based on Pipeline Values between Dates and conversion rate
You seem to want this by month yet the DatePhase dates are distributed across all days. Do you want a wighted/partial attribution, or should the full value be attributed to the month regardless of when in the month the phase starts?
The dates on Project E are out of sequence.
- Heiner262 years agoFrequent Visitor
Hey,
Yes, exactly: by months... So how do inflows and outflows develop for each phase over the respective months! A later aggregation to quarters would also be good - but is not absolutely necessary.
And the value determined via the conversion rate should be fully attributed to the Momat regardless of when in the month the phase was reached. The last day of the month is the deadline, so to speak 🙏
And yes: Project E is out of sequence - was a typo when creating the table....
- lbendlin2 years ago
Super User
Still waiting for Project E correction.
- Heiner262 years agoFrequent Visitor
sure - here you go:
Data Table:
Project Name Phase Status DatePhase1 DatePhase2 DatePhase3 DatePhase4 Value A 1 live 01.08.2023 14.04.2024 25.09.2024 03.06.2025 150 B 2 rejected 15.09.2023 15.04.2024 01.10.2024 05.07.2025 80 C 3 live 23.09.2023 18.06.2024 18.10.2024 16.09.2025 200 D 2 live 14.10.2023 22.07.2024 20.12.2024 13.08.2025 50 E 4 live 17.01.2023 05.03.2024 17.06.2024 31.12.2024 80 desired outcome (forecast for each phase based on current phase and enter dates):
2024 01 02 03 04 05 06 07 08 09 10 11 12 Phase 2 0 0 80 230 230 350 400 400 250 50 50 0 Phase 3 0 0 0 0 0 80 80 80 80 280 280 238 Phase 4 0 0 0 0 0 0 0 0 0 0 0 80