Formula based deal calculations and Reporting by month

Formula based deal calculations and Reporting by month

Zoho support.

We sign deals based on a resource/s being placed in a job for a certain number of days.

Below shows what our sales team have to fill out.

What I need to achieve is to create a formula based section that calculates the number of working days by month based on the est start and end date.

So ideally the sales person inputs the est start and end date and a formula factors the days of each month in the year that is relevant to the deal period and then populates the days

Ie

  • there is 31 days in August of which 22 business days.
  • with the est start date being the 5/8. The formula will calculate that based on a start date of the 5/8 there is only 20 business days to be calculated for the month of August.
  • The formula factors each month between start and end date, the business days for each month and populates total number of days
  • The Formula for the amount then calculates the number of days by the day rate to the client populating the total value of the deal.

 

Reporting

I then want this to calculate the revenue by month of the deal so we can see scale level revenues over a period of time in reporting.

Ie Deal revenue for each month is separate

 

 

 

Regards