Revenue Tracker
  1. Jobs
  2. Revenue Tracker

Search revenue tracker page

Get to know the search revenue tracker page from top to bottom.

Steps: 

  1. Navigate to JOBS > Revenue Tracker > Revenue Tracker. 
  2. The Search Revenue Tracker landing page will be presented.
  3. The following filters, buttons, and hyperlinks are available on this page.
Filter  Description
Job No. Enter or select a job number.
Job Description Enter a job description.
Client Enter or select a client. 
Client Manager Enter or select the client manager.
Job Manager Enter or select the job manager.
Start Date  Enter a start date.
End Date Enter an end date. 
Probability Select a probability status.
Entity  Choose an entity. 
Office  Select an office.
Job Type  Enter or select a job type. 
Estimate Approved  Select the status of the job number. 
Show Inactive Jobs Check to view all inactive jobs. 

 

Buttons & Hyperlinks  Description 
Sort  Allows you to hide and unhide, specify the order of columns, and define the data sort to be applied on the page.
Save  Click to save the content 
Clear Filters Clears the information placed in the filters.
Charts

Select the type of chart you wish to view.

  • Revenue Tracker by Month Next 12 Months 
  • Revenue Tracker by Client Next 12 Months 
  • Revenue Tracker by Job Manager Next 12 Months 
  • Revenue Tracker by Client Next 12 Months 
Revenue Tracker Dashboard Directs you to the Revenue Tracker Dashboard. 
Preview  View and download the revenue tracker 
Revenue Tracker Report  Directs you to the revenue tracker reports selection page. 
Job No.  Drill down and view the clients' revenue tracker estimate by the month