Dashboard > Forecast Revenue 2

The Revenue Forecast 2 report shows a monthly breakdown of forecasted revenue based on your Quotes.  It spreads each Quote’s value evenly across the working days in its date range so you can see when revenue is expected to be earned.

How to Run the Report

1. Open Dashboard > Revenue Forecast 2 tab

2. In Group By, choose how you want the report grouped e.g. Project #, Service, Our Contact, or Category

3. In Value, select the figure you want to display (usually Yield)

4. Enter a Start Date and End Date for the reporting period (only revenue that falls within these dates will be included)

5. (Optional) Choose a Project Type, Department, Resource, or Company if you want to narrow the results

6. Select which depots to include (e.g. LON, LA, NY)

7. Click Run to generate the report

Please Note:

• Do not select Project Types with different currencies

• The report includes Pencil bookings

Viewing the Results

• The report displays one row for each of the entity select in the Group by field

• Each column represents a month in your selected date range

• The figures show how much of each Quote’s revenue is forecasted for that month

• The totals at the bottom show the overall forecasted revenue for each month

• You can change the Group By field and run the report again to see the same data grouped in a different way, for example, by Product instead of Company