Short intro: Project Revenue Forecasting

Sales Forecast in Advance

The project revenue forecasting module uses these settings in the Project records to build the revenue bar chart.

1. Project budget cost estimate (revenue you expect to get)
2. Project Win probability (likeliness you'll win this deal)
3. Win status (Submitted/Won/Lost)
4. Start date (the date you expect this project to begin)
5. Finish date (date this project will end)

Set all these values and then choose View, Project Revenue.  A bar chart will display the estimates over time.

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