Deferred Revenue Projections

[julsh]

Hi Everyone,

I am trying to take fields from a Salesforce record to show revenue projections out over time from a sale in Q1.  However, when I use the records Fiscal Period, it dumps all of the revenue in the period of the sale.  Does anyone know how I can project it out according to the Salesforce revenue entries?

Sales Force Record
Close Date	3/31/2018
Fiscal Period	Q1-2018
Booking	1,000,000
Q1 Revenue	250,000
Q2 Revenue	250,000
Q3 Revenue	250,000
Q4 Revenue	250,000
Revenue Forecast
From:
	Q1-2018	Q2-2018	Q3-2018	Q4-2018
	1,000,000
To:
	Q1-2018	Q2-2018	Q3-2018	Q4-2018
	250,000	250,000	250,000	250,000

[v-shex-msft]

Hi @julsh,

I'd like to suggest you choose custom connection mode with url parameter as filter conditioner.

Referene link:

Filter Reports Via URL Parameters in Lightning Experience

Regards,

Xiaoxin Sheng