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I am trying to run a report due today and I realized I left out some important info. I have sales numbers being pulled directly from salesforce being calculated in a running total and then put into a line graph so you can see year over year growth.The problem is, we have royalties that are only entered into salesforce at the end of the year, but should still be included for the sales projections. The amount is a fixed amount per quarter. Does anyone know how to add this in without creating false opportunities in salesforce? I tried creating an excel doc and connecting it with the date and the amount added but I can't successfully add this into the running sum of sales.
Unfortunately I can't post the workbook. Does anyone have experience adding in a reoccurring fixed value or adding an excel sheet of sales together with salesforce data?