RecordbookHQ
Sales forecasting
Instantly gain insights into your sales performance.
Instantly gain insights into your sales performance – whether it’s a sales forecast of the future or a review of the past. With the ability to customize reference dates, you’ll get an instant overview of sales pipeline within your chosen timeframe and across the company, teams, partners, and people.
From. The From date is when your sales pipeline starts counting revenue.
To. The To date is when your in-period revenue stops being counted.
Total Revenue. Assign a total revenue goal for closed won, forecast, qualified, and unqualified revenue. Total revenue is the amount of revenue to be generated starting on the ‘From’ date.
In Period Revenue. Assign an in-period revenue goal for closed won, forecast, qualified, and unqualified revenue. In-period revenue is defined as the amount of revenue to be generated starting on the ‘From’ date and ending on the ‘To’ date.
Payment Start Date. When you started to receive, or expect to receive, revenue from the customer. The From date above your sales pipeline uses this date to start counting revenue.
Payment End Date. When you stopped receiving, or expect to stop receiving, revenue from the customer. The To date above your sales pipeline uses this date to stop counting revenue for the in-period revenue calculation.
Check out all our guides from Recordbook’s Fundamentals Series…
Understanding your sales pipeline
Sales tracking & reporting made easy
Be in the know with sales notes