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 Profit 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
At the top of the screen, use the date picker and filters to tailor the report as needed.
The available filters are:
Project: Users can filter the report by project name.
Status: Users can filter the report by Active and Proposed projects. Other statuses are excluded from this report.
Category: Users can filter the report by project category.
Client: Users can filter the report by client name.
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.
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.