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Step-by-Step Use Case for Forecasting Revenue Spread Over Time
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The following use case demonstrates the flexibility and complex capabilities in the External Source Model functionality.
This example shows how ESM can spread a sales opportunity for Annual Recurring Revenue (ARR) over a period of time defined by a Service State Date and a Term. The resulting summary data is then copied by Sales Segment into a Master model.
Inputs:
From the source data: Opportunity Name, Sales Segment, Opportunity Owner, Lead Source, Term, ARR, Service Start
Calculations:
Calculate the Service End based on the Term and Service Start
Calculate the monthly revenue based on ARR, Service Start, Service End, and Term
Contents
Defining the External Source Model
Explanation of the Lookup Function
Explanation of the DaysFactor Function
Loading Data into the Opportunity Data External Source Model
Defining a Map from Source Model to Master Model
Using a Calculation to Load Data into the Master Model
Viewing the Data in the Master Model
Using Views to Input Future Opportunities into the Source Model