Timing of revenue for forecasts and reporting
Hi,
We are a small media/advertising sales business and we sell advertising campaigns which may run over multiple months/quarters. We are using CRM to track our Deals but we are having trouble with when revenue is displaying in reports/forecasts.
Currently (as I understand it) the Forecast function and reporting shows the revenue when the Deal is "Closed Won". We need the ability to defer this revenue and allocate it to specific months. For example we may close a deal ($5,000) with an Advertiser in March, however their campaign is scheduled to commence in June and run for 5 months. The forecast and reports would show $5,000 in Q1 when in fact we need to allocate the revenue between June and October. (Q1 = $1,000, Q2 = $3,000 & Q4 = $1,000).
Is there an easy way to do this in CRM? Or any way at all?
Thanks,
Brett