Re: Calculating Monthly Revenue from Start and End Dates

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4 - Data Explorer
4 - Data Explorer

Hello AirTable Community!

Just starting out with AirTable and not very strong on the scripting side, so need some guidance.

I have a table called Agreements, with columns; Client, Start Date, End Date and Amount.

I’d like to create a Table (then a graph) showing the forecasted monthly revenue based on this data. So just a list of Month/Year with the Sum Amount.

Hope that makes sense and thanks in advance.

Chris B

2 Replies 2
5 - Automation Enthusiast
5 - Automation Enthusiast

Some clarification questions:

  1. Are all these start/end dates in the past and (based on that) you want to make a (MRR-like) prediction for the future, OR are these dates the actual contract start/end dates (past and/or future) and you just want to know the actuals you can invoice based on the contracts?
  2. Are the amounts you fill in already monthly amounts or are those the total amounts for the full contract period?
  3. Are the periods always full months, or can it be any amount of days?

Hi gxjansen, Thanks for helping out,

  1. Yes, the dates are the actual contract dates, being past and or future, and I just want to know the monthly invoices, from which I can derive a monthly total
  2. Amounts are defined as a monthly amount.
  3. Periods are full months.

Thanks again