This dashboard provides detailed insight into your overall/future projected sales performance and allows you to monitor key financial metrics such as expected revenue across your existing jobs and opportunities.
How to access this report:
- Navigate to Analytics -> Dashboards -> Revenue Forecast
Breakdown:
- Filters. Filter by Company or Period. Default date range is 12 months.
If you wish to include opportunities over a certain probability, specify a percentage value from the provided dropdown.
- Snapshot summary of the revenue breakdown. Hover over each tile to see how the values are calculated.
- Revenue Dashboard. The dashboard displays a graph of billed/CE's on Open jobs/Opportunity amounts per month. Click on either legend to show/hide.
* The data can be download in either SVG, PNG or CSV format by clicking the icon to the right of the graph (indicated below) and selecting the relevant option.
- Company breakdown. A breakdown of revenue/expected revenue per month per client. Hover over a colour tile to get a detail breakdown of the individual totals split.
- Snapshot pie charts. These charts provide a quick look into metrics for your Top 5 billed clients, your top 5 billed internal items types and top 5 internal item types on cost estimates.
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