This report displays revenue based on sold/planned work and the forecasted work from sales.

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This report can give you an idea of how much revenue you can expect to earn. You have the ability to filter to see projects with a high probability of closing for a good idea of what to expect for the future. This is helpful data when planning investments for the new year or when you are planning to staff roles.

Report Filters

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  • Departments, Roles, Clients, Stages, Sales Owners, Project Owners, Financial Models, Project Status, Project Tags
  • Relative Dates or a Date Range

Chart Filters

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  • Adjust your chart data by setting the probability baseline. This setting will auto-check the “Display Forecast” checkboxes in the table for the appropriate projects.

Key Metrics

  • Actual Revenue: The amount of money generated during the selected time period
  • Projected Revenue: The amount of money expected based on actual and planned hours during the selected time period
  • Sales Pipeline/Forecast Revenue: The amount of money expected based on planned hours via the sales pipeline during the selected time period
  • Active Projects Count: The number of Parallax projects with a status of "Awaiting Start" or "In Progress"
  • Stage Probability: Pulled in from the synced CRM, this is the likelihood of the deal closing based on the stage it is in

Roles Report Table

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Pipeline Projects Report Table

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Adjust the chart data by setting the probability baseline or by individually selecting the forecasted projects to display.

Active Projects Report Table

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A display of all active projects marked as "In Progress" or "Completed."

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