Revenue forecast

This chart shows you your potential and actual revenue based on your sales pipeline and active projects. You can use this chart to judge if you are on course to meet your revenue targets. The timely insights from this chart will allow you to make adjustments to your business strategy, if necessary. For example, if you see that the sales pipeline is almost empty, you can scale up your sales effort to bring in more projects. If you have a robust pipeline, maybe you will need to hire more employees to make sure your projects are completed on schedule.

To ensure this chart is accurate, do the following:

  • Consistently update the sales stages as they progress, keeping an eye on target revenue versus actual revenue to see if the stages need updating.

  • Keep sales revenue accurate and up to date.

  • Keep your projects and opportunities resourced and track their time.

chart revenue forecast v2

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Pin icon. Click to pin this chart to a board.

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By default, data from all departments is used in the dataset. See Filter data by departments to learn how to remove specific department data from the dataset.

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Revenue selector. Choose from the following:

  • Weighted revenue. This equals the order value of the opportunities multiplied by the sales probability value.

  • Revenue. This the actual order value of the opportunities.

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Sales probability slider. Set this slider to filter out opportunities whose sales probability falls below a desired percentage.

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The chart displays a bar graph for each month.


The following data is displayed in each graph:

  • Actual. This is the total amount of revenue that has already been invoiced.

  • Planned order book. This amount is based on planned hours.

  • Unplanned order book. This amount is based on the order value of deliverables that do not yet have hours planned against them.

  • Pipeline. This is the total amount of revenue expected for the month in question.

  • Gap. This is the difference between the Pipeline amount and the Actual amount.

  • Target. The expected revenue amount for the month in question.

  • Last year’s actual. The amount of revenue collected during the same month of the previous year.

Click on the month to view its Forecast details window:

chart revenue forecast forecast details


You can click the following line items to display a list orders for the month in question:

  • Pipeline

  • Unplanned order book

  • Planned order book

chart revenue forecast forecast details expanded


You can click an order to be taken to its opportunity card for more details.

chart revenue forecast forecast card

Filter data by departments

To select the departments whose data you want to visualize in the chart, do the following:

  1. Click the filter Filter button for the department filter. A dialog window will display with a list of the departments that you have configured for your company.

  2. Select the departments that you want to add to the chart.

  3. Click OK. The chart will refresh with the updated presentation.