Forum Discussion
Forecasting Revenue
Hi tlenzmeier，
I'm very clear about your requirement. Could you describe your scenario in more details?
If it is convenient, could you share a dummy pbix file which can reproduce the scenario and your desired output, so that we can help further investigate on it? You can upload it to OneDrive or Dropbox and post the link here. Do mask sensitive data before uploading.)
Best Regards，
Cherry
Thank you for your response. To illustrate, let's say we have a project for $100,000. It's going to take three months to complete. In the construction world, we compute revenue by the percentage of completion method. So we are assuming that we will record revenue over three months. The first month we recognize 35%, 40% in the second month, and 35% in the third ($35k, $40k, $25k).
I'm not sure how best to dynamically capture the various rates.
If I were doing an Excel-type lookup, you'd search on the duration (number of months), then the current position; e.g., month 3, 4, 6, whatever, and where they match, you'd multiply the rate by the contract amount.
