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    Step-by-Step Use Case for Forecasting Revenue Spread Over Time
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    Step-by-Step Use Case for Forecasting Revenue Spread Over Time

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    Article summary

    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

    Viewing the Source Data

    Defining the External Source Model

    Explanation of the Lookup Function

    Explanation of the DaysFactor Function

    Loading Data into the Opportunity Data External Source Model

    Creating a Master 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


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