Track monthly recurring revenue

Track monthly recurring revenue

I have a CRM client using CRM Analytics. They track revenue in potentials with some custom fields that include:

1.   Project value (non recurring) [Currency]
2.   Contract term in months [Number]
3.   Monthly Recurring Revenue [Currency]
4.   Annual value (of recurring) [Formula(Currency)]   Monthly Recurring Revenue * 12)
5.   Total Contract Value [Formula (Currency)]         (Monthly Recurring Revenue * Contract term in months) + Contract term in months

Each potential also has contract start/end dates

What they want (ideally) is a chart that shows expected revenue month by month so that 3 deals in January with a recurring monthly revenue of 1k, 2k and 7k show 10k for January etc

I realise this doesn't product the required rows in ZReports to produce what I need...

Can anyone suggest the best approach to producing a chart that shows expected revenue per month  (assuming project revenue is due at contract start date)?

Thanks
Mark


      • Sticky Posts

      • Announcing Zoho Analytics 6.0 Beta!

        We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team

      • What's New in Zoho Analytics - August 2024

        Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the data

      • We are coming to your city! Zoho Analytics Community Meetup

        Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing

      • Zoho Analytics: 2021 Look Back

        As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021

      • [Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022

        Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution.  Hear more from Claudio Cabeza, Director at PREMO