Opportunity revenue split over several periods
Our client would like to record Revenue for an opportunity being received in several chunks in different periods. Product revenues does not quite meet the requirement. The client would like to record the forecast date for receiving the revenue along with the revenue received rather than recording recurring revenue. The use case is as follows:
Opportunity is created and revenue should show the stages that the revenue will be received. e.g. £200,000 in January, £300,00 in February and £25,000 in June. The Opportunity will be closed won before all the opportunity revenue is received.
The only solution I can see is to record the total revenue expected against the Opportunity and create a custom object to hold the different records for when revenue will be received. In reporting however this will show all revenue in the month of the close date even though some is forecast to be received in future periods. Can anyone suggest a more standard solution?
Opportunity is created and revenue should show the stages that the revenue will be received. e.g. £200,000 in January, £300,00 in February and £25,000 in June. The Opportunity will be closed won before all the opportunity revenue is received.
The only solution I can see is to record the total revenue expected against the Opportunity and create a custom object to hold the different records for when revenue will be received. In reporting however this will show all revenue in the month of the close date even though some is forecast to be received in future periods. Can anyone suggest a more standard solution?
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