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.
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.
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)
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.
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.
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?
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.
I have sales data for Clients that has the client name month and year(combined for date) and revenue for each month. I would like to take all clients in a given month and see the average revenue per client and then be able to display that in a bar chart by month. I also have the data loaded into a PowerPivot Data Model.
I have a deferred revenue model. Revenue from each month earns out at an equal rate over twelve months. Sales for each month are in column B (B21) and C. I created formulas for the first year but when I get to the second year, I'm not sure what to do, because the earned premium will include values from previous year sales and current year sales.
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.
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?
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]
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.
I have a question on data interpolation with Excel 2007. Normally, this wouldn't be too much of an issue for me, but for some reason I cannot figure it out.
I'm working on an Income Statement, which is designed for 5 years. I have values 1 and 5, which are given to me (B7: 3,500,000 and F7: 5,200,000). I'm trying to figure out the other 3 years of revenue assuming a growth trend. The values should fill the series B7:F7.
I have been asked to go through some information which has over 200 000 lines, what I need to do is as follows:
where order number is unique, revenue source = "Unique" where order number appears more than once, check division to see if it appears in more than one division, if it does revenue source = "Cross Selling", if it does not then revenue source = "Divisional Package"
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.
i wish to do some conditional formatting. my target for the first 6 months from date activated is 50,000 after 6 months is 100,000. and for those below target, i will need it to be highlighted in red. thus i have 2 sets of conditions.(calculate the no. of months and the revenue).
Regarding the attached pivot table screen shot, I would like to be able to add total revenue and cost for each product and overall to this pivot table. IOW, instead of just showing the net amount of 3,200 for all blenders, I would like it to show Revenue of 12,500, Cost of (9,300), and the net amount of 3,200 for all blenders (i.e., for Boise and Chicago combined), in addition to the totals for each of the two plants. Also would like to see total revenue, cost, and net for all products and plants combined at the bottom. Can this be done?
The first step will be to get the formula or macro to fill in the cells under the date columns that will show how the consumption of the 555 is assessed to be spread out over the period. The formula should portray an equal distribution of the consumption over the period.
i have to make it to where when i put a number in it also puts in the description and unit price just by the number i put in to a cell. I am making an invoice... and using a look up table to do the vlookup function but dont know what i am doing wrong
I have a spread sheet (sheet2) that runs an add-in and does some calculations and arrives at a result which is a number in cell P6. All I have to do is type in a Stock Symbol in cell A1, and the sheet runs the add-in, calculation automatically. If I change the symbol in A1, the sheet re-runs the add-in/calculation and gives me the result for the new stock in cell P6.
Sheet 1, has a list of stocks, indexed in Column A.
Rather than me changing the symbol manually in sheet 2 cell A1, how can I automate it such that it will run the functionality automatically for each symbol in Sheet1 column A sequentially and then tabulate the results for each stock/symbol in Sheet 1 column B.
I tried to attach the sheet/book herewith, but could not. It is less than 100KB in size