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Adjusted Amount Calculation Logic for Revenue Schedules for Media

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Adjusted Amount Calculation Logic for Revenue Schedules for Media

When orders are executed, the actual amounts can differ across months. Based on either of the booked, delivered, and billed amounts from previous months, the sales team can automatically get the adjusted amounts for the future schedules. Learn about how adjusted amount is calculated in different scenarios.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Advanced

How is Adjusted Amount Calculated in Different Scenarios?

For an opportunity product, the aggregate actual amount from previous schedules determines the adjusted amount for future schedules. The actual amount calculation can be based on either of these standard fields: Booked Amount, Delivered Amount, or Billed Amount. The aggregate actual amount is deducted from the total budget of the opportunity product and the remaining budget is considered the adjusted amount. The adjusted amount is divided among the future schedules based on the revenue split type of the opportunity. In case of equally split schedules, the adjusted amount is split among the remaining schedules equally. For prorated schedules, the adjusted amount is split among schedules based on the number of days in each schedule.

Business Scenario Adjusted Amount
The $600 budget for an opportunity product is split equally among three broadcast calendar-based schedules with each schedule having a budget of $200. In the first schedule, the billed amount is $250 and the adjusted amount is calculated based on the billed amount. Adjusted amount for the second and third schedules are $175.
The $600 budget for an opportunity product is split in proration among three broadcast calendar-based schedules with each schedule having a budget of $295.08, $275.41, and $29.51. In the first two schedules, the billed amount is $300 and $275, and the adjusted amount is calculated based on the billed amount. Adjusted amount for the third schedule is $25.
Adjusted amount for a broadcast calendar-based revenue schedule with equal budget split
Adjusted amount for a broadcast calendar-based revenue schedule with equal budget split Adjusted amounts for broadcast calendar with equal split logic.
Adjusted amount for a Gregorian calendar-based revenue schedule with prorated budget split
Adjusted amount for a Gregorian calendar-based revenue schedule with prorated budget split Adjusted amounts for broadcast calendar with proration split logic.

Can Adjusted Amount be Calculated Based on a Custom Field?

Adjusted amounts can be calculated on the basis of a custom Currency data type field on the Opportunity Line Item Schedule Actual object. For example, if your sales team wants to calculate adjusted amounts based on the actual amounts paid by the advertiser across schedules, the admin can add the Paid Amount field to the Opportunity Line Item Schedule Actual object and set the custom field as the basis for adjusted amount calculation. To learn about how to set a custom field for adjusted amount calculation, see Set Default Preferences for Revenue Schedule for Media.

 
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