Insights reports: Revenue forecast
Pipedrive's Insights Revenue forecast report enables you to estimate your future revenue, understand what deals have been closed, and what deals need to be closed. This allows you to plan your time while having an accurate estimate of the future resources available to you.
Creating your Revenue forecast report
To create your Revenue forecast report, click on the plus '+' sign next to the Search bar in the sidebar, then select Reports > Revenue forecast.
Viewing your Revenue forecast report
The Revenue forecast report generated will have the following filter conditions set by default but you can always add more filters to reflect the data you want to see.
- Forecast period
Keeping the Status is any of Won/Open filter means that all of your gained and predicted revenue is taken into account.
By hovering over the report, you will see a breakdown of your existing and predicted revenue.
When viewing your cumulative forecast, the amount of revenue generated/predicted is included in each bar in the report, showing the accumulated revenue throughout the selected timeframe.
- Open deals— will take the expected close date into account.
- Won deals— will take into account deal won time
Regular (non-cumulative) forecast
From the View option on the X-axis, select forecast to view your report non-cumulatively. This will show you your generated and expected revenue by the time frame your View filter is segmented by.
Customizing your Revenue forecast report
The deals you see in your reports can be adjusted in the filtering section at the top of the report. You can edit the existing filter, or select Add condition to add more criteria.
In your report, the View option (X-axis) will have Cumulative forecast - Monthly selected by default, but you can choose to change this to a regular forecast by clicking on the dropdown and selecting a different time-frame.
The Measured by option on the Y-axis will allow you to choose between viewing your Deal value, Deal weighted value, or a custom monetary field. Your weighted probability takes into account the stage probability or deal probability you have set.
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