Our senior execs would like an opportunity report -
similar to the pipeline report - that lists our revenues
by month.

In the application as it exists today, I can put input
the total amount of the opportunity, or I can list a
bunch of products that add up to a total opportunity
amount... What I'm looking for is a way to input an
upfront setup cost and then monthly service costs for
each customer. For example, $10,000 setup cost and then
$2000/month for the next 6 months, and then $5000/month
for the 6 months after that, and so on. These amounts
would all be part of one opportunity. These amounts could
change every month.

As I see it, I would have to input each month as a new
opportunity (even though they would all fall under the
same contract/proposal). Or I could add a new field for
revenues for each month (I assume we would run out of
fields very quickly). In both of these options, data
input would be brutal.

Anyone have any other ideas?

Thanks,
Jacqui.

maybe get someone to code a custom wizard to do this for you?


"Jacqui" <jmurphy@techcapital.com> wrote in message
news:9c1901c34648$2a86e8e0$a401280a@phx.gbl...

So you think the only way to do it is to add the monthly
revenue fields? Or to enter revenue for each month as
separate opportunities?

I would need to no more about your scenario but a first think about it
would mean creating a custom adon that asks you a few questions then auto
populates the items you need.

the idea would be to stop you having to enter say 24 opportunities etc


"Jacqui" <jmurphy@techcapital.com> wrote in message
news:9cb001c3464e$7933fef0$a401280a@phx.gbl...