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How to edit, and print a revenue tracker

This guide provides steps to manage revenue tracker entries.

Accountability 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.

Step by Step Guide:

1. Navigate to Jobs > Revenue Tracker > Revenue Tracker

2. Use the Filters to narrow down your search, or scroll through the list of Job No.

Tip: Update the revenue tracker in 2 ways

a. Individual Job - check the box next to a Job No. that needs updating.

b. Multiple Jobs - check all the boxes next to a Job No. that needs updating.

3. Edit or Enter the monthly revenue forecast breakdown or change the probability factors.

4. Click Save

Tip: 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.

How To Print Out A Revenue Tracker Report

5. Click on Print

6. Filter based on what you want to display

7. Click Print

8. Click the printer icon to print the report

Tip: The report will display information based on the filters selected