Forecasting your revenue can help determine if you'll hit monthly revenue goals or if you should change or increase your sales and marketing efforts. To find out if you're trending positively or negatively, use the Revenue Forecast Report to view previous and upcoming monthly revenue.
Click Reports > Revenue Forecast (under Sales Reports).
How to read the report
By default, this is a monthly opportunity-level report. So if you have an opportunity with multiple jobs, it will be counted for the month that the move is scheduled for as one opportunity. For example, if you have an opportunity with a packing date for Nov 30th and a move date for Dec 1st, that opportunity and revenue (including packing and moving) will be listed for December.
However, if you wish to view your revenue forecast by job, click the By Opportunity dropdown and select By Job.
The report columns include:
# Not Booked: The number of opportunities/jobs that have not been booked (does not include leads marked as Lost)
Unbooked Revenue: The potential revenue that the "Not Booked" opportunities/jobs could bring in if booked
# Booked: The number of opportunities/jobs that have been booked
Booked Revenue: The estimated revenue for the booked opportunities/jobs
# Completed: The number of opportunities/jobs that have been completed
Completed Revenue: The actual revenue from completed opportunities/jobs
Committed Revenue: The total potential revenue for the opportunities/jobs you've committed to completing this month. This is a combined total of the booked revenue plus the completed revenue.
Total Taxes: Total estimated or actual (for completed opportunities/jobs) taxes
Total Tips: Actual tips provided by customers on completed jobs