Accessing Your Revenue Forecast

The way you access your revenue forecasts depends on the revenue forecast you want to check.

General Revenue Forecast

You can access your general revenue forecast page by clicking Analytics > Revenue forecast on the Admin Panel.

Alternatively, you can access the same page via the Forecast tile in the Finance section of the Admin Panel.

Customers Revenue Forecast

You can access any customer's revenue forecast from their account by clicking on the Sales tab and then the Revenue forecast section.

Contracts Revenue Forecast

You can access the revenue forecast of any contract by clicking on the relevant contract and then clicking on the Forecast tab.

Proposals Revenue Forecast

You can access the revenue forecast of any proposal by clicking on the relevant proposal and then clicking on the Forecast tab.

For more information, check out Filtering Your Revenue Forecast.