Forum Discussion
Revenue structure
HelloDharmendra_Bharwad,
You can solve both termination and fee update logic with one formula that works in Excel and Google Sheets.
Assumptions
Row 2 contains real month-end dates (Jan 2026 to Dec 2027)
Column A = Client Name
Columns B onward = Monthly revenue
AA = Start Date
AB = Termination Date (blank if active)
AC = Base Fee
AD = Fee Change Date
AE = New Fee
Formula to enter in B3 and copy across and down:
=IF(OR(B$2<$AA3,AND($AB3<>"",B$2>=$AB3)),0,IF(AND($AD3<>"",B$2>=$AD3),$AE3,$AC3))
Logic explanation
Start control
If the month is before the Start Date, revenue is zero.
Termination logic
If a Termination Date exists and the month is on or after that date, revenue becomes zero.
All future months automatically remain zero. No manual clearing required.
Fee update logic
If the month is on or after the Fee Change Date, the New Fee applies.
Earlier months remain at the Base Fee.
The updated fee flows automatically into the next year unless changed again.
Total column formula
=SUM(B3:Y3)
This structure automatically updates totals, requires no manual zeroing, and works in both Excel and Google Sheets.
Hi Olufemi7 , Thanks for your response. I tried the formula at my end but it's not working. Can you please stress test at your end? I have attached the screenshot for your easy reference.