Features Below Available To: ✅ Grow Plan ❌ Track Plan ❌ Free Plan
💡 Because the Revenue Forecast Report is based on the Revenue Schedule, it is highly recommended that firms keep their schedule updated to ensure the report remains reliable.
What is the Revenue Forecast Report?
The Revenue Forecast Report provides firms with a look at upcoming income by showing the Revenue Schedule and invoiced amounts. This report is essential for understanding cash flow and ensuring that project timelines align with the firm’s financial goals.
To access the Revenue Forecast Report, navigate to Analytics in the menu bar on the left-hand side of the screen. From there, click on Revenue Forecast below Projects.
📚 Looking for historical revenue information? Learn more about the Retrospective Report.
Different Parts of the Revenue Forecast Report
Date Range and Filters
Use the filters at the top of the page to adjust the date range or narrow the results by the options listed below. To apply a filter, click Filters and select the filter type(s) you want to use. Once selected, choose the specific options to include in each filter.
Project - filters to show the selected projects
Status - filters to show projects currently using the selected statuses
Only includes Active and Proposed projects. Other statuses are excluded from this report.
Category - filters to show projects that use the selected categories
Client - filters to show projects that are associated with the selected clients
Date Range - filters to show data within the specified time frame for future months.
Will only show the data for the selected months.
Data Export
An Export button is located in the top-right corner of the interface. Clicking this button will generate a file containing exactly what is currently displayed in the table, including all active filters.
Projected Revenue Summary, Bar Graphs, and Table
The large number at the top of the page indicates the total Projected Revenue based on your Revenue Schedule for the selected date range.
Underneath the Summary Statistics, bar graphs compare the historical monthly Projected Revenue for the selected date range.
Below the bar graph, the totals are shown in a table listing all qualifying projects and their projected revenue for the selected months. The table includes two columns: Month and Projected Revenue. This view allows firms to identify high-revenue periods and potential gaps in the coming months.
🚨 Note: Consultant data is not included in this report.
Where Does the Data Come From?
The data you see on the Revenue Forecast report comes directly from the Revenue Schedule. If your Revenue Schedule is not updated, then your report will be inaccurate.
The columns that you'll see in the Revenue Forecast Report are:
Month: Based on your selected date range
Projected Revenue: These values are based on your Revenue Schedule.
Clicking the arrow next to each month expands it to show a breakdown of the data by month and project.
Permissions
Admins will have access to this report. To allow other users access, they must have the 'View Financial Reports' permission enabled.
If you do not see the Analytics option in your menu, it means you don't have the permission enabled to view Financial Reports. Please reach out to your Admin for assistance.