Using Different Projection Methods

The projection method determines the schedule profile when you add an Opportunity Product and enter the schedule parameters.

Suppose this field is not visible when you add the Opportunity Product. In that case, it’s because your system administrator has defined a default projection method, and you do not need to select a value manually.

However, when this field is visible, you can select one of up to four values:

Straight Line

This is the most commonly used projection method and may be set as the default in your organization. It divides the Total Price of the Opportunity Product equally across the number of schedules.

Pro-rated (by Month)

This projection method sets a value for the first month based on the Start Date. We assume thirty days in the month; if the Start Date is the 18th, the first schedule will be the value for 12 days. If we also assume that you entered 12 months for the # Schedules, the first schedule is followed by eleven schedules of equal value. The balance (18 days) is added to a final schedule at the end, i.e., a thirteenth schedule. In other words, the app pro-rates the first month and adds the balance to a final schedule at the end.

Pro-rated (by Day)

This projection method sets the first and last schedule values in the same way as the Pro-rate (by Month) projection method. However, the difference is that the schedule value is set each month according to the number of days in that month. So, February would have 28 days of revenue, March would have 31 days of revenue, April would have 30 days of revenue, and so on.

S-curve

The S-curve projection method distributes the Total Price across schedules based on a normal distribution curve. When you look at the revenue profile cumulatively, you see an s-curve.