This feature is currently only available for a limited audience.

What is the Leads Revenue Forecast Report?

The Lead Revenue Forecast Report shows you how leads in your pipeline (plus your existing projects) contribute to expected future revenue. It merges known project revenue with potential revenue from leads - providing visibility into what your firm could earn, month-by-month, if leads convert.

Use this report to better understand:

What revenue might come from the leads you’re pursuing
How leads + projects combine to shape your upcoming revenue curve
Whether your pipeline is a realistic path toward your firm's financial goals

💡 Before You Begin

For the report to be accurate and available, the following must be completed:

Each lead must have a start date
Each lead must have a proposal budget (or be updated to include one)
Leads must be open (not closed or archived) to be considered.

If any of these items are missing, you will not be able to access the report.

🚨 Admins or users with "Manage Leads" and "Financial Reports" permissions enabled are able to access the Leads Revenue Forecast Report.

How the Report Works

To access the Leads Revenue Forecast Report, click on the Pipeline page in the menu bar on the left-hand side of the screen. From there, click on Revenue.

This report compares two data points for each future month:

Lead Revenue - the total expected revenue coming from proposed budgets associated with leads.
Project Revenue - the total expected revenue coming from established projects that already exist in Monograph.

This helps you understand what future revenue will look like, month by month, depending on whether new leads are taken or not.

📚 Read below to learn how to use the filters and table to adjust the forecast chart.

🚨 To learn more about where the information comes from and how the math works, click here.

Different Parts of the Leads Revenue Forecast Report

Filters

At the top of the screen, use the time range filter to select the future months to analyze (will default to the next 6 months). The Category filter can be used to select one or more project category types to focus on, while the Clients filter can be used to select one or more specific clients.

The chart will update to show revenue for any selected categories and/or clients, based on the time-frame filter and the leads selected in the table below.

Forecast Chart

The forecast chart visualizes how projects and leads impact your expected revenue. Each month shows:

Leads Revenue - expected revenue if selected leads are won
- Leads without budgets are not included
Projects Revenue - expected revenue based on existing projects

Hover over any month (or the individual bars for lead or project revenue) to see a detailed breakdown of revenue by lead or project. This gives you a clear visual comparison between secured income and potential future income.

Lead Selection Table

Below the forecast chart is a table of all open leads that include a lead budget/plan. Selecting the leads in the table will include them in the forecast chart. The table will include the following information:

Lead - lead name and link to the lead's overview page.
Client - client associated with the lead.
Status - current status of the lead within the pipeline.
Revenue - total expected revenue if the lead is won, based on the proposal budget amount.
- If there isn't a proposed budget, a link will appear to open the budget page in a new tab.
Suggested Win % - the default probability percentage that the lead will be won, based on the lead's status.
Win Probability % - manual input of the probability percentage that the lead will be won.
- Will override the default suggested win %
Start Date - planned start date based on the lead's overview page.
- Updating the start date here also updates the lead's overview page.

Additional Behaviors to Note

Only active leads are included - Archived Leads or Closed Won/Lost leads are not shown.
Start Dates can only be edited for selected leads.
- Start dates must be in the future.
- Any selected lead with a past start date will show an alert so that it can be adjusted.
Probability is based on a lead's status, but the percentage can be manually overwritten with a custom estimate (1–100%) within the lead's overview page.
By default, leads are sorted by status, with "Changes Requested" on top and "New Lead" at the bottom.

Lead Win Probability

Every lead includes a win probability (%), which helps forecast the pipeline more realistically. Monograph recommends a default probability based on each lead’s status, such as:

New - 10%
Qualified - 30%
Discovery Paused - 20%
Started - 40%
Sent - 60%
Changes Requested - 80%
Proposal Paused - 30%
Disqualified - 0%

If preferred, win probability percentages can be overwritten for any open lead by using custom estimates directly from the lead's overview page. Only whole numbers from 1 to 100 can be used.

To note: Probabilities aren’t shown on closed (won and lost) leads. Archiving doesn't change the probability, as only closed leads can be archived.

CSV Export

Need to dig into the data further? You can export a CSV with the following information by clicking on "Export" in the upper-right corner of the page:

Month and Year
Lead Revenue
Project Revenue

This provides a quick way to run a more in-depth custom analysis, if needed.

Best Practices for Using the Report

Following the best practices below will ensure that you're able to get the most out of the Leads Revenue Forecast Report.

Add lead budgets/plans early. Even rough estimates give a clearer sense of potential future revenue.
Review monthly during business development check-ins. The report is most valuable when used predictively, not reactively.
Use client and category filters. Specific clients and categories may be the primary drivers of higher or lower revenue than others.
Revisit win probabilities regularly. Update lead statuses and win rates as conversations progress with potential clients.

How the Math Works

Use the toggle below to learn more about where the data comes from and how the math works in the Leads Revenue Forecast Report.

If needed, these calculations will help you verify the totals shown in the report.

Data and calculations

Lead Revenue

Lead Revenue: Revenue is calculated based on the proposed budget for each phase, multiplied by the likelihood of winning the lead (the Suggested Win % will be used if a projected budget isn't established).

The new, discounted amount is then spread evenly over the phase days, using the start and end dates.
For example, if the proposed budget is $100,000 and the suggested win % is 70%, the lead revenue will be $70,000.

Lead Consultants: Revenue is calculated based on the consultant amounts in the proposed budget and spread them evenly over the days of the project.

Phase consultants are spread evenly over the number of days in a specific phase.
See example in Project Revenue below.

Project Revenue

Revenue is calculated based on the Firm Services and Consultant Services entered in the Project's Budget page.

Revenue is then evenly spread across the number of days in a phase. For example:

If a $2,000 phase runs from April 1 to May 1 (a 30-day period), $1,000 will be recognized in April and $1,000 in May.
If a phase spans two months with an even 15/15-day split, then half the revenue will be allocated to each month.
This ensures that monthly revenue is proportional to the number of days in a phase that fall within that month.