Help with Sum function / Creating a Profile
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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