Joined: 15 Aug 2011
Location: United Kingdom
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Posts: 3
Topic: Cash Flow Forecast Posted: 15 Aug 2011 at 9:51am
Hello,
I have a problem creating a formula to produce a cash flow forecast.
The fields I have are:
Opportunity
Estimated Close Date
Billing Frequency
PS Fees
Annual License Fee
I need to create a table, as shown below:
Which applies 50% of PS Fees, 1 month after Estimated Close Date.
Then the remainig 50% of PS Fees + 2 x Annual License Fee, 3 months after Estimated Close Date.
Opprotunity Oct Nov Dec Jan Feb
Opportunity A 5000 10000
Opportunity B 5000 10000
Opportunity C 1500 15000
Total 5000 6500 10000 25000 0
Joined: 20 Nov 2006
Online Status: Offline
Posts: 3702
Posted: 15 Aug 2011 at 10:52am
Because of the complex calculations that change the dates for the data, you will not be able to do this by selecting tables in Crystal. I'm not sure that you can do it using a command. I think you're going to have to write a stored procedure that will do the correct calculations and return a table that contains two rows for each opportunity - one row for close date + 1 month and another for close date + 3 months.
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