Within Zomentum, a checkbox is presented to the user, providing a choice between automatic retrieval of opportunity cost from associated documents or manual input. Here's how it works:
Automatic Retrieval (Checkbox Checked):
If this box is checked, the cost of the opportunity will be automatically derived from the associated document. This automation ensures accuracy and efficiency in financial data management.
P.S. You may also customize the number of months you would like to calculate the cost and revenue for.
Calculation of Totals and Margin:
- Total Revenue = One-time revenue + (Weekly revenue * 4 * Number months to calculate totals) + (Monthly revenue * Number months to calculate totals) + (Quarterly revenue/3 * Number months to calculate totals) + (Half-yearly revenue/6 * Number months to calculate totals) + (Yearly revenue/12 * Number months to calculate totals)
- Total Cost = One-time cost + (Weekly cost * 4 * Number months to calculate totals) + (Monthly cost * Number months to calculate totals) + (Quarterly cost/3 * Number months to calculate totals) + (Half-yearly cost/6 * Number months to calculate totals) + (Yearly cost/12 * Number months to calculate totals)
- Margin Value = Total revenue - Total Cost
- Margin Percentage = (Total revenue - Total Cost) / Total revenue
Total Revenue: 1000 + (100 * 4 * 6) + (500 * 6) + (1000/3 * 6) + (5000/6 * 6) + (10000/12 * 6) = 18400
Total Cost: 800 + (80 * 4 * 6) + (400 * 6) + (800/3 * 6) + (4000/6 * 6) + (8000/12 * 6) = 14720
Margin Value: 18400 - 14720 = 3680
Margin percentage: 3680 / 18400 = 20%
Manual Input (Checkbox Unchecked):
If unchecked, the user has the freedom to manually enter the cost and revenue values into the provided boxes. This flexibility is valuable for scenarios where manual adjustments or custom inputs are necessary.
