We are modeling revenue targets at an annual level (clientA = $1,000,000) for 2021.
We then need to say - when will we sign the contracts for these deals. I have created an allocation table for this. In many cases, we will sign a deal in fiscal 2020 for 2021 revenues. So the timing of the $1,000,000 could be over several months.
We then want to profile the signed revenues over time. Here is the profile module:
There is a list called "Revenue Profiles" - one of them "From CW to end of year" is selected. The logic is that when you close the deal, you then want to allocate the revenues from that month to the end of that year. There are a bunch of these profiles.
There is an assignment module where you select the profile for each month's signed revenue by client:
I am struggling to get the lookup to get the profile to work; I get this result:
Dimension of mapping used for lookup doesn't match any dimension of the result
But if I use select and point to a specific list item the formula works:
Here is the blue print of both the profile module and the module I am trying to do the lookup