Revenue Forecast

Forward look composed from POs, plans, and pipeline — a forecast view, not a second set of contracts.

Forward look

Forecast from contracts and pipeline you already have

Revenue forecast looks ahead using bids, POs, and plans. It does not create a parallel contract book.

Finance → Revenue forecast Route /finance/revenue-forecast Org flag revenueForecastEnabled Finance Manager · Executive · Admin

Pick a horizon, see what is driving the number, open that bid or PO if it is wrong.

Finance and executives. Sales operators update bids; finance owns the lens.

Set horizon, read, drill, fix source.

Quarter commit. Board pack. After a slipped PO. A bid that should not be weighted.

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View of commercial sources

Bids are pursuit. POs are contracts. Recognition books revenue.

Read the forecast, open the bid or PO that drives it.

flowchart TD
  A[Open Revenue forecast] --> B[Pick horizon]
  B --> C[See drivers]
  C --> D[Bid / PO / plan]
  D --> E[Forecast follows]

Forecast composes bids, POs, and billing plans. Booked revenue still needs invoices/recognition per policy.

1. Won ≠ recognized

Recognition console posts.

2. Pipeline weighting

Understand the product’s rules.

3. Do not sandbox in Excel as source

Change the bid/PO.