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Best way to create a revenue log?

Question asked by alekz on Jan 29, 2014
Latest reply on Jan 29, 2014 by philmodjunk


Best way to create a revenue log?


     I have a table with roughly a dozen A and B accounts, where revenue is tracked and projected on a monthly basis. A new field for every month, every quarter is a calculation of the months, and the same for yearly.

     I would like to create a monthly snapshot of every record (A and B accounts) in a new table, say Revenue Log, with the purpose of comparing and analyzing the change in revenue projections on a per-account basis. So one record in Revenue would be related to one or more records in Revenue Log.

     I was thinking of writing a script that will create a new record in Revenue Log from every record in Revenue, with additional field indicating the date of the record 'snapshot'. At this point I haven't explored automating the script to run on a regular basis, just want to have it working manually at this point.

     Any suggestions or advice is appreciated!


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