Deferred Revenue Projections

Question

&nbsp;Hi Everyone,&nbsp;I am trying to take fields from a Salesforce record to show revenue projections out over time from a sale in Q1.&nbsp; However, when I use the records Fiscal Period, it dumps all of the revenue in the period of the sale.&nbsp; Does anyone know how I can project it out according to the Salesforce revenue entries?&nbsp;Sales Force Record&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Close Date3/31/2018&nbsp;&nbsp;&nbsp;Fiscal PeriodQ1-2018&nbsp;&nbsp;&nbsp;Booking&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1,000,000&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Q1 Revenue&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 250,000&nbsp;&nbsp;&nbsp;Q2 Revenue&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 250,000&nbsp;&nbsp;&nbsp;Q3 Revenue&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 250,000&nbsp;&nbsp;&nbsp;Q4 Revenue&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 250,000&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Revenue Forecast&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;From:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Q1-2018Q2-2018Q3-2018Q4-2018&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1,000,000&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;To:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Q1-2018Q2-2018Q3-2018Q4-2018&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 250,000&nbsp;&nbsp; 250,000&nbsp;&nbsp; 250,000&nbsp;&nbsp; 250,000

anonymous · Answer

Hi&nbsp;julsh,
&nbsp;
I'd like to suggest you choose custom connection mode with url parameter as filter conditioner.

&nbsp;
Referene link:
Filter Reports Via URL Parameters in Lightning Experience
&nbsp;
Regards,
Xiaoxin Sheng

reportmaster · Answer

Hi&nbsp;julsh&nbsp;As a workaround, maybe you can try to test your connection with a 3rd party connector.&nbsp;I've tried&nbsp;windsor.ai, supermetrics&nbsp; and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. They have some revenue fields that could be useful. In case you wonder,&nbsp;to make the connection&nbsp;first&nbsp;search for the Salesforce connector in the data sources list:&nbsp;&nbsp;After that, just grant access to your Salesforce account using your credentials, then on&nbsp;preview and destination&nbsp;page you will see a preview of your Salesforce fields:&nbsp;&nbsp;There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor.&nbsp; Finally, just select PBI as your data destination and finally just copy and paste the url on&nbsp;PBI --&gt; Get Data --&gt; Web --&gt; Paste the url.&nbsp;&nbsp;

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Deferred Revenue Projections

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Sales Force Record

Close Date	3/31/2018
Fiscal Period	Q1-2018
Booking	1,000,000

Q1 Revenue	250,000
Q2 Revenue	250,000
Q3 Revenue	250,000
Q4 Revenue	250,000

Revenue Forecast

From:
	Q1-2018	Q2-2018	Q3-2018	Q4-2018
	1,000,000


To:
	Q1-2018	Q2-2018	Q3-2018	Q4-2018
	250,000	250,000	250,000	250,000