Reporting on Revenue Forecasts
The following packaged reports are available from the PSA: Services Forecasting folder on the Reports tab.
Report Name | Description |
---|---|
Opportunity Revenue Forecast Details V1 | Enables you to drill down into the revenue forecasts for opportunities to see where the totals in the Project Revenue Forecast Summary report come from. |
Opportunity Revenue Forecast Summary V1 | Shows opportunity revenue forecast values summarized by month. |
Project Revenue Forecast Details V2 | Enables you to drill down into the revenue source on a project to see where the totals in the Project Revenue Forecast Summary report come from. |
Project Revenue Forecast Summary V2 | Shows project revenue forecast values summarized by month, and stacked by actual revenue and forecast revenue. |
Services Revenue Forecast V1 | Shows revenue forecast values for projects and opportunities summarized by month, and stacked by actual revenue and forecast revenue. |
For more information on creating and running reports, see "Reports" in the Salesforce Help.