2.1.7 Account Revenues/Turnover
Each account record provides a comprehensive overview of the past, present, and future revenues for both the calendar and fiscal years (if applicable). The data is automatically updated based on the gross amounts of the account's media campaigns.
Revenue Information
The Revenue Information is displayed under the account detail. It consists of the following fields:
Fields are based on calendar years :
Total Revenue Next Year
Total Net Revenue Next Year
Total Revenue This Year
Total Net Revenue This Year
Total Revenue Last Year
Total Net Revenue Last Year
Total Revenue Year Before Last
Total Net Revenue Year Before Last
Fields are based on fiscal years :
Total Revenue Next Fiscal Year
Total Net Revenue Next Fiscal Year
Total Revenue This Fiscal Year
Total Net Revenue This Fiscal Year
Total Revenue Last Fiscal Year
Total Net Revenue Last Fiscal Year
All values display calendar and Fiscal year amounts. If you change one of the account's media campaigns' statuses to "booked", the campaign's gross amount will be added to the corresponding calendar or Fiscal year. The value will be updated automatically as soon as you re-open the account.
Important:
If early in the year you receive old data in those revenue fields please inform your administrator to reschedule the calculation
If new fields with Fiscal Year options have been added
Revenues are calculated based on salesforce setup (use fiscal year fields if you work with fiscal years)
The non-fiscal years of last year and the year before will not be updated. But you can run the job mentioned in https://advendio.atlassian.net/wiki/spaces/SO/pages/61800478