Deferred Revenue Projections

[julsh]

Hi Everyone,

I am trying to take fields from a Salesforce record to show revenue projections out over time from a sale in Q1.  However, when I use the records Fiscal Period, it dumps all of the revenue in the period of the sale.  Does anyone know how I can project it out according to the Salesforce revenue entries?

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

[ReportMaster]

Hi @julsh As a workaround, maybe you can try to test your connection with a 3rd party connector. I've tried windsor.ai, supermetrics  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, to make the connection first search for the Salesforce connector in the data sources list:

After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:

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.  Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url. 

[Anonymous]

Hi @julsh,

I'd like to suggest you choose custom connection mode with url parameter as filter conditioner.

Referene link:

Filter Reports Via URL Parameters in Lightning Experience

Regards,

Xiaoxin Sheng