Revenue Spread Over Months

Apr 21, 2009

I am trying to figure how to get a formula to work that will spread revenue number over a four month period. The dates will be dynamic so they will change but the spread stays the same.

I have attached a snapshot of what I am trying to do.

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Spread Revenue Equally Over 6 Or 12 Months Depending On Which Product Is Sold

Jul 15, 2014

We have 5 - six month programs and five - 12 month programs we are going to sell; each have a different price. I Want to insert number of projected sales manually for each month and then have excel distribute/spread revenue evenly over six or twelve months into a separate set of cells. First payment would be received at time of sale.

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Mar 15, 2014

I know I will earn $5,000 of monthly revenue from a client. $5,000 is represented in a monthly revenue cell. I have 12 columns showing the 12 months of the year. There is an additional cell showing the customers implementation date.

If a company's implementation date is on or after the 15th of the month (example: 3/28/2014) then the next month (April 2014) is skipped and the $5,000 is returned to columns May through December. All months prior to May return $0.00. If the implementation date is before the 15th day of the month (example: 3/13/2014) then the next month (April 2014) and all months after will return $5,000. All months including March and prior must return $0.00. If the implementation date is unknown then 12/31/2099 would be in the implementation date cell and $0.00 is returned for all 12 months.

Essentially, if the implementation date is prior to the 15th of the month the revenue will show as of the following month. If the implementation date is on or after the 15th of the month the revenue skips the following month and will show the month after.

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Dec 3, 2013

See attached. (I added in some arrows for the first month so it is easier to follow the logic)

I am working with monthly revenues. Revenues are earned in a specific month but only a % is received in that month and over the next 4 months. I need a formula that will spread these revenues earned in 1 month over the next 4 months.

Currently, I have a complex Index/Match formula which works until September. September, October, November, and December do not work correctly because once the months roll over from month 12 (December) back down to month 1 (January), my formula cannot recognize the range.

Essentially, I need the formula to return the correct amount that is being paid, even across different years.

I don't know if my formula can be modified or a new formula would be more efficient.

(This post originated from Commercial Services, which I just requested be removed from that forum)

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May 5, 2014

Phasing Design.xlsx

We have a requirement to spread/phase amounts over multiple columns (representing months) using a weighting (represents working days per month).

We will calculate the weighting result in excel first (represented by a % per month), so the macro will be more of an allocation of row amount against the equivalent column %.

So far i have the following code:

VB:
Sub phasing()
Dim SourceA As Range
Dim Weight_ResA As Range
Dim TargA As Range
Dim i As Long

[Code] .....

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I have a date column (Column E: Date Entered) on my spreadsheet that I need to set conditional formatting on. There are two conditions:

1) 18 months from the date in the cell needs to be highlighted yellow

2) 24 months from the date in the cell needs to be highlighted red

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Aug 15, 2013

Attached is my sample data...Indicative Data_Revenue 2.xlsx

My aim is to populate columns C to G (Q1,Q2,Q3,Q4) automatically via vba against a particular account name(in expected output tab).The account names will have a Key word (listed in the "List Of Account" tab)The Q1 Sum should be a sum of Q1 revenue against all such accounts containing the Key word. Same applies for Q2,Q3 and Q4.Each account has 3 types. viz, BAU, Top Commits and Strong Prospect.

The BAU quarter sum should be pulled from "Revenue 1 - Assured" tab where Q1=Apr+May+Jun, Q2 = Jul+Aug Sep and so on. The Top Commits Sum should be pulled from "Revenue 2 - Expected" against all records where "Sales Stage" Column equals Stage 4. The Strong Prospect Sum should be pulled from "Revenue 2 - Expected" against all records where "Sales Stage" Column equals Stage

Currently I am using formulas but there is too much of hard-coding and its becoming difficult to manage as Accounts increase.

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I own a local restaurant and want to streamline my excel spreadsheets. Currently, I have yearly workbooks (2005, 2006, 2007, etc.) that have all of my revenues included in them, split up monthly by worksheets. I then have lines for each day within the month for the revenues earned at that day.

So, if I want to find how much revenue I earned on March 1st, 2006, I go to my 2006 book, March worksheet, and look at the 1st. Here's where my problem lies.

I want to create a new spreadsheet where all I have to do is type in a certain date (say March 1st, 2006) and all of the information for the date will be automatically displayed on the new sheet.

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Feb 6, 2010

I have a table which shows the monthly revenue of Company ABC , by client / by location / by business line.

ClientCountryBusiness LineJan-10 Feb-10Mar-10A001SingaporeResidential$ 50,000.00 $ 23,333.00 $ 54,115.00 D003SingaporeRetail$ 50,000.00 $ 21,548.00 $ 54,654.00A001SingaporeCommercial$ 63,321.00 $ 75,542.00 $ 21,564.00 D003AustraliaResidential$ 26,564.00 $ 50,000.00 $ 45,654.00 G002AustraliaRetail$ 50,000.00 $ 21,546.00$ 63,321.00G002AustraliaCommercial$ 26,602.00 $ 65,341.00 $ 24,568.00 A001Hong KongResidential$ 33,565.00 $ 26,564.00 $ 64,454.00 G002Hong KongRetail$ 54,232.00 $ 50,000.00 $ 15,454.00 D003Hong KongCommercial$ 26,564.00 $ 21,564.00 $ 23,333.00

If I want to calculate the total revenue for the month of January based on the following variable criteria:

Criteria
Client: A001
Country: Singapore
Month: Jan-10

I can achieve that with the use of SUMPRODUCT. However next month, I will then have to manually change the SUMPRODUCT formula so that it will extract data from the Feb column instead of the Jan column.

Is there a formula which will not require me to change the formula every mth? Ie. I can get my answer simply by changing the criteria?

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I made 2 sheets: the first one contains the database and in the second one i want to analyze it. Now i am looking for a special sum- function. I want to sum total revenue for a particular company (criteria 1), in a filtered country (criteria 2), month (criteria 3) and class (criteria 4). I'd like to first execute the three filters (country, month and class) and then be able to total revenue of that particular company. Note that after the filters still several companies are visible in the database. Does anyone know how to calcalate this in cell B9:B12 (Analyze sheet) of my attached file.

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excel formula for the same.

Is it possible to do the same in pivot?

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So here's the setup: A customer purchases a service which lasts 6-months. As such, revenue recognition for the company can only occur as the service is provided. So if a person orders a $600 service at the beginning of a month, revenue will be recognized at $100 for the next 6 months. I'm trying to create an Excel Waterfall chart which will show the monthly revenue recognition amounts for all orders depending on the date which they were ordered.

I've attached a sample of what I'm looking to do. It's become tricky for me because Revenue Recognition is pro-rated based on the date ordered (i.e. order on the 20th of a month so at the end of the month 1/3 of the month is recognized as revenue). I'm looking for something that will populate the percentage of the order amount, each month, that will be recognized. I've populated what row 3 should be, but there doesn't seem to be an easy way to apply a formula or something across all cells.

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Mar 4, 2009

I need to work out Revenue Rank & Year to Date calculations.

Consider a simple table:

| Partner Name | Year | Month | Revenue |
------------------------------------------
| John Smith | 2008 | Nov | 2000 |
| John Smith | 2008 | Dec | 2200 |
| John Smith | 2009 | Jan | 1898 |
| Mary Smith | 2008 | Nov | 1767 |
| Mary Smith | 2008 | Dec | 1867 |
| Mary Smith | 2009 | Jan | 1953 |
------------------------------------------
etc..etc...

I'm not using Pivot Tables since there are more complex issues around presentation which are preventing me doing this so are using good old formulas..

Revenue Rank is in reference to the Partner in this case. I need to be able to say John Smith is rank x out of xx by summing up his revenues for both:

a) one month
b) a range of 3 months back

How do I work this out? Especially the date calculations when I just have a year and month in separate fields?

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Sep 27, 2007

I have a spreadsheet that holds a list of customers and the contracts they have with my company - this sheet includes the Total Contract Value in £s - so how much each customer will pay us for the service - the period of the service - so the start date of 01/01/08 to end date of 31/12/08 for example. What I then have is all the months across the top of my spreadsheet and I need to extrapolate the contract value, based on the period between the months.

Initially I had complicated formulas that simply divide the value by the number of months of the contract - however, my company has since changed the policy and requires it to be done to the day.

For example, if the value was £12,000 and the period was 12 months from 01/01/08 - to calculate January 08 it would be - 12,000 / 365 * 31, Feb would be 12,000 / 365 * 29 and so on...

Does anyone know how I can do this - bearing in mind that each contract won't be as easy as 12 months - it may be start date of 15/06/08 to 08/10/10 for example... If anyone can help me do a formula or formulae to calculate the value for each month - I would be very very grateful - as always... [/img]

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Aug 23, 2008

I have created a model that shows me the money that I am owed each month. However, I receive the money over a 3 month period.

Using a formula I need to determine how much I actually receive in total each month, factoring in that I receive each months revenue in three equal payments over three months.

For example

Month 1 Month 2 Month 3 Month 4 Month 5 Month 6
$A $B $C $D $E $F

In month 1, I am owed $A, but this payment will be split over 3 months.

So in month 1 I collect $A/3. In month 2, I am owed $B but this payment will also be split over 3 months so in month 2 I collect ($A/3 + $B/3), etc etc. In month 3 I collect the ($C/3) + ($B/3) + (last payment of $a/3) etc etc

How do I present this in a formula so I dont have to adjust every single column manually?

I need to follow the same structre for another scenario using 18 months as well.

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where order number is unique, revenue source = "Unique"
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I need all of the above in formula line which will be inserted in the revenue source column

I have attached the file with a sample of the information I am using.

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Pivot_example.jpg

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writing a formula or creating a macro

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******** ******************** ************************************************************************>Microsoft Excel - claimv1.xls___Running: xl2002 XP : OS = Windows XP (F)ile (E)dit (V)iew (I)nsert (O)ptions (T)ools (D)ata (W)indow (H)elp (A)boutB2=BCDEFGHIJKLM2Start DateEnd DateTotal consumptionLast week day14-dec21-dec28-dec04-jan11-jan18-jan25-jan01-feb317-dec24-jan555Assesment        4   Actual        Sheet2 [HtmlMaker 2.42] To see the formula in the cells just click on the cells hyperlink or click the Name boxPLEASE DO NOT QUOTE THIS TABLE IMAGE ON SAME PAGE! OTHEWISE, ERROR OF JavaScript OCCUR.

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Feb 14, 2010

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Col A Col B Col G Col L Col M
01380Employee 15.0 5.5 (0.8)
00304Employee 24.0 - (0.8)
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01783Employee 81.5 - -
02076Employee 91.0 - -
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In the above example, I would like to have the TOTAL value of Column L (4.0) be inversely spread throughout column M based on criteria selected by a user in a section of the spreadsheet.

Criteria:

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Sheet 2 (named "Dates") consists of just two columns, a site ID and a Date column.

I am having difficulty in finding how to lookup/match the date that goes with the store number, as the information in Sheet 1 (TS) is laid out in a horizontal fashion.

So, for example:
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As such, on Sheet 2 (Dates), whenever those site IDs are encountered, the date of 5/17/2014 would need to be applied in col B.

Similarly, on Sheet 2 (Dates), for site IDs 1201, 3613, 9316, 9735, 13211, 7640, the date of 6/21/2014 would need to be applied in col B.

Here is a link to a sample workbook: [URL] ........

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[Code]....

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