Reporting on Project Revenue Forecasts

The following packaged reports are available from the PSA: Forecasting folder on the Reports tab:

• Project Revenue Forecast Summary V1: this report shows the project revenue forecast totals by month, broken down by revenue type (actual revenue and forecast revenue).
• Project Revenue Forecast Details V1: this report 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.

Warning:

If you change a report, the original settings in the report will be lost. We recommend that you copy these reports to use as a basis for your own Revenue Forecasting reports.

For more information on creating and running reports, see "Reports" in the Salesforce Help.