Zomentum offers a robust feature that allows you to automate or manually input the cost and revenue of an opportunity, providing a dynamic and flexible approach to financial management. In this guide, we'll explore the functionalities related to cost and revenue and how to calculate totals and margins effectively within the Zomentum platform.

Within Zomentum, a checkbox is presented to the user, providing a choice between automatic retrieval of opportunity cost from associated documents or manual input. Here's how it works:

Automatic Retrieval (Checkbox Checked):

If this box is checked, the cost of the opportunity will be automatically derived from the associated document. This automation ensures accuracy and efficiency in financial data management.




P.S. You may also customize the number of months you would like to calculate the cost and revenue for. 


Calculation of Totals and Margin:

  1. How Total and Margin are Calculated

    1. Total Revenue
      This is the total money earned from the client over a specific number of months.
      We calculate it by adding all types of revenues (one-time, weekly, monthly, quarterly, half-yearly, and yearly) and converting them into a monthly equivalent so everything is in the same time frame.

      Example:

      • One-time revenue → added once

      • Weekly revenue → multiplied by 4 (to make it monthly)

      • Quarterly revenue → divided by 3 (to get a monthly equivalent)

      • Half-yearly revenue → divided by 6

      • Yearly revenue → divided by 12
        Then, we multiply each by the number of months we want to calculate for.

    2. Total Cost
      Calculated the same way as revenue, but using cost values instead.

    3. Margin Value
      Margin Value = Total Revenue - Total Cost
      → This shows how much profit is left after covering all costs.

    4. Margin Percentage
      Margin % = (Total Revenue - Total Cost) / Total Revenue
      → This tells us what portion of the total revenue is profit.



1. Total Revenue

We start with all the different types of revenues:

  • One-time revenue = 1000

  • Weekly revenue = 100

  • Monthly revenue = 500

  • Quarterly revenue = 1000

  • Half-yearly revenue = 5000

  • Yearly revenue = 10000

Now, we convert everything to a monthly basis:

  • Weekly → 100 × 4 × 6 = 2400

  • Monthly → 500 × 6 = 3000

  • Quarterly → (1000 ÷ 3) × 6 = 2000

  • Half-yearly → (5000 ÷ 6) × 6 = 5000

  • Yearly → (10000 ÷ 12) × 6 = 5000

  • One-time → 1000

Total Revenue = 1000 + 2400 + 3000 + 2000 + 5000 + 5000 = 18,400

We do the same for costs:

  • One-time cost = 800

  • Weekly cost = 80 × 4 × 6 = 1920

  • Monthly cost = 400 × 6 = 2400

  • Quarterly cost = (800 ÷ 3) × 6 = 1600

  • Half-yearly cost = (4000 ÷ 6) × 6 = 4000

  • Yearly cost = (8000 ÷ 12) × 6 = 4000

Total Cost = 800 + 1920 + 2400 + 1600 + 4000 + 4000 = 14,720

3. Margin Calculation

  • Margin Value = Total Revenue − Total Cost = 18,400 − 14,720 = 3,680

  • Margin Percentage = (Margin ÷ Total Revenue) × 100
    = (3,680 ÷ 18,400) × 100 = 20%


Manual Input (Checkbox Unchecked):

If unchecked, the user has the freedom to manually enter the cost and revenue values into the provided boxes. This flexibility is valuable for scenarios where manual adjustments or custom inputs are necessary.