January/February 2022 Release notes

This document highlights the improvements and enhancements we have recently made so you can easily stay up to date about what is new with VOGSY.

Front office updates

Revenue type filter

For opportunities and projects with more than one revenue type, we have added a filter to the Revenue Forecast chart that allows you to configure the chart to only display data for a specific revenue type.

When the filter is applied, the following data will be affected:

  • Pipeline

  • Unplanned order book

  • Planned order book

  • Actual revenue

You can select more than one revenue type to filter on.

In order to generate accurate pipeline data, you must update the Revenue Type field on the Create Opportunity or Edit Opportunity form, whichever is appropriate.



Back office updates

Revenue types

You can now archive revenue types so that only the relevant ones are available for selection when creating opportunities.