How to edit, and print a revenue tracker

Our system provides an easy and intuitive way to edit and print your revenue trackers, ensuring that you always have access to the most up-to-date financial information. Try it out now and see how easy it is to manage your revenue pipeline!

Navigate to JOBS > Revenue Tracker > Revenue Tracker.
Use the Filters to narrow down your search, or scroll through the list of Job No.
Update the revenue tracker in 2 ways
1. Individual job - check the box next to a Job No. that needs updating.
2. Multiple jobs - check all the boxes next to a Job No. that needs updating.
Edit or Enter the monthly revenue forecast breakdown or change the probability factors.
Click SAVE.

Actual revenue will only display against the first ESTIMATE VERSION.

The Job No will be highlighted in red if the entire estimated revenue of a job is not yet forecasted.

Select or Enter the following information.

Report Selection	Description
From Accounting Year	Start or accounting year
From Accounting Month	Start of accounting month
Budget Version	Will determine the number of months of actual revenue displayed on the report
To Accounting Year	End of accounting year
To Accounting Month	End of accounting month

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The report will display information based on the filters selected.