Leads Trailing Revenue Formulas (Settings)

Trailing Revenue Formulas can be selected during the configuration of Services & Software (SaS) items, and are used for calculations in the Trailing Revenue section of the Sales Dashboard.

When creating an SaS item, required Trailing Revenue Formulas must be configured in advance.

Refer to the Services & Software (SaS) (Settings) article for information relating to the creation and modification of SaS items.

You may wish to refer to the Services & Software (SaS) Example article, which steps through the configuration and use of SaS items.

Trailing Revenue Formula Definitions

A Trailing Revenue Formula is defined by a minimum of one, and up to sixteen, rules.

Each rule is defined by a single row, presented as follows:

The available fields are:

• From Month: the start month for this rule
• To Month: the end month for this rule
• Revenue:
  • $ or %: select the required option from the dropdown list
  • Value field: enter a value for the $ or % calculation

Additional rules can be added by clicking the + (plus) button adjacent to the last row in the list of rules:

Additional rules cannot be added between existing rules; they can only be added to the end of the list of rules.

When adding a row, the From Month and To Month fields are automatically populated as follows (but may be adjusted manually):

• From Month: the previous row's To Month, incremented by one.
• To Month: the From Month of the new row, plus the difference between the From Month and To Month fields in the previous row. i.e. the To Month of the new row is automatically configured to match the period of the previous row.

A row can be removed by clicking the adjacent - (minus) button.

If a row is removed from the middle (or top) of a list of rules (e.g. the second of three rules is removed), the From Month and To Month fields of later rows are not automatically adjusted to fill the unaccounted-for months (i.e. the gap) left by the removed row. The gap must manually be filled by adjusting the later rows. If a gap remains at the time of saving, a warning banner will be displayed, and the From Month and Two Month fields must be adjusted to ensure that all months from the first row's From Month, to the last row's To Month are accounted for.

Accessing Trailing Revenue Formulas Settings

Settings > Leads Settings > Trailing Revenue Formulas

Add a Trailing Revenue Formula

In the Add new trailing revenue formula section, complete the following fields:

Description (mandatory)

The description of the Trailing Revenue Formula, as it will be displayed in the settings of any Services & Software (SaS) item that uses the formula.

Rules

Complete the required rules, as described in the above section, Trailing Revenue Formula Definitions.

Click Add to confirm the new Trailing Revenue Formula.

Modify a Trailing Revenue Formula

• Select a Trailing Revenue Formula item from the list displayed at the top of the settings screen
• Edit the fields as required
• Click Save to confirm the changes

Delete a Trailing Revenue Formula

• Select a Trailing Revenue Formula item from the list displayed at the top of the settings screen
• Click Delete

Deleting a Trailing Revenue Formula cannot be reversed.

Deleting a Trailing Revenue Formula will not affect existing Quotes.