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‎Feb 25, 2021 07:01 PM
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
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‎Feb 26, 2021 07:26 AM
Some clarification questions:
- 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?
- Are the amounts you fill in already monthly amounts or are those the total amounts for the full contract period?
- Are the periods always full months, or can it be any amount of days?
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‎Feb 26, 2021 05:36 PM
Hi gxjansen, Thanks for helping out,
- 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
- Amounts are defined as a monthly amount.
- Periods are full months.
Thanks again
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