Hello. Stumped here. 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 Profile Module: Lookup Module:
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Hello I am trying to create a profile to spread revenues by client (i.e. When a client signs a contract in the future, when will the revenues occur based on past performance. First I have a module that has historical revenues, by brand account, plotted on two dimensions - Contract Cohort (month the contract was signed, a list I created) and Time (revenue recognition). Looks like this (single brand selected, redacted with black marker): Then I created a cohort/month mapping module to a list called Months for Waterfall - which is the profile list. This evaluates what profile month the combination of the cohort and period relates to: I am then trying to aggregate this into a profile module that has the account and the months for waterfall as dimensions. The allocation % would be Historical Revenue $/Historical Revenue $[select:Total All Months for Waterfall(sic)]. It is evaluating to $0 and I can't figure out why. It seems to have to do with the time dimension but I can't figure it out: I feel that this should work as the source and result both have the accoount/brand dimension, and the time/cohort dimensions are mapped via the Attributes-Cohort Month module - but alas, its not working. Any help would be appreciated.
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