Forecast per month = Net Revenue × monthly %, multiplied by the job's stage probability (set on the Settings tab).
Edit the revenue-recognition % for every project across every month in one grid. Type a percentage in any cell. Each project row should total ~100%. Shaded columns are inside the current fiscal year.
Your master list of companies and the sectors they belong to. Renaming a company updates it across every job. Jobs pick their company from this list. Manage sectors on the Settings tab.
Companies
Update various settings here. Changes recalculate everything live.
Stage probability weights
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These are the close-probabilities applied by sales stage. Every job is weighted by the probability of its current stage. Changes recalculate everything live.
Targets & horizon
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Current FY
Next FY
Branding
Company Sectors
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Your master list of sectors. Renaming a sector updates it across every company and job that uses it.
Services
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The service types a job can be assigned. Renaming one updates it across every job that uses it.
Activity
Recent changes across the team, most recent first.
Add opportunity
Revenue recognition schedule (% of revenue delivered per month)