Greetings. We sell long term projects and services, which last month to years. In order to track progress toward yearly sales goals I need to create a field which provides Estimated Revenue for an Opportunity for the remainder of THIS year.
I have calculated Estimated Monthly Revenue by dividing the total estimated revenue by the length of the project in months. Now I need to calculate the number of months between the Job Start Date and the end of the year, so that I can multiply months by monthly revenue. However, I can't just enter the date of 12/31/17 in the calculation. (I'd like to use DIFFMONTHS (JobStartDate, 12/31/2017) I also can't use a trim to get the month of the job start date.
Any suggestions on how I can do this math? I'm not against creating a calculated field which is just the last day if the year. But I haven't been able to figure out how to do that either.