Dashboard: Revenue overview of online marketing campaigns with flighting
Hi, I would like to ask you for help. We are an online marketing agency setting up our sales CRM on Zoho.
For a proper tracking I need a report showing me the standard amount of campaigns sold by our sales reps (expected, or closed), but the revenue/sales amount needs to be allocated according to the flight/delivery dates of a campaign.
e.g. campaign for a brand is sold at March 13th, but is going to be delivered from April 1st to May 31st.
Then I would like to have the revenue allocated accordingly to April and May, NOT to March.
Can you help? Is there a template I could use?
Many thanks in advance!
Viktor