Revenue
See your pipeline as money: the weighted forecast, quotes, contracts and renewals, how fast leads are called, and duplicate or at-risk records.
Where to find it
Campaigns › Revenue
Open this screen
Steps
- Open 📣 Campaigns › Revenue.
- Read the four tiles at the top: “Weighted forecast”, “Renewals within 60 days”, “Speed to lead” and “Stale deals”.
- If your team records loss reasons, “Why we lost” ranks them by the value of the deals lost.
- Use the tabs “Forecast”, “Quotes”, “Contracts”, “Leads” and “Data hygiene”.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Weighted forecast | Open deal values times each stage's probability, with the raw pipeline total underneath. | — |
| Renewals within 60 days | Active contracts that renew in the next 60 days, out of all contracts. | — |
| Speed to lead | Median minutes from a lead arriving to its first call, and how many were never called (last 30 days). | — |
| Stale deals | Deals that have stayed in a stage longer than that stage's expected age. | — |
| Why we lost | Loss reasons ranked by value, with the deals, their worth and the competitor most often named, plus how many closes have no reason. | — |
| Tabs | Forecast, Quotes, Contracts, Leads, Data hygiene. | Forecast |
Troubleshooting
“Why we lost” is missing.
It appears only once deals have been marked lost with a reason (Mark lost on a contact).
All figures are zero.
They are built from your contacts' stages and deal values. Add deal values on Prospects and move deals through the stages.
Tips
- Stage probabilities and expected ages come from your pipeline stages in CRM setup.
Good to know
- Figures show only what your team records; Call does not take payments or issue invoices.
Related how-tos
- Read the weighted forecast See what your open deals are worth after each stage's probability, and which deals are going stale.
- Track quotes and mark them accepted or declined See every quote with its customer, lines and total, and record the customer's answer.
- Watch contracts and renewals See every contract, when it renews and how many days are left, so renewals are not missed.
- Check how fast leads are called See how long new leads wait for their first call, and which were never called.
- Merge duplicates and see churn risk Merge contacts that share a phone number or email without losing history, and see which accounts risk leaving.
- Prospects (phone book) See everyone your team calls in one list or pipeline board, find a contact, move them between stages and open their record.
- Work with one contact Open a contact's page to call them, change the stage, tag them, close the deal and see everything that happened.
- Reports See how your calls are going, from half-hour intervals and agent scorecards to reports you build, save and send by email.