Forecast
Where to find it: Sidebar > Money > Forecast
The Forecast page gives you a 12-month revenue projection based on your project pipeline. It helps you answer the big question: how much money is coming in, and when?
This page is only visible to managers and accounting users.
How the Forecast Works
The forecast pulls data from your projects — their budgets, how much has already been invoiced, and (for proposals) how likely they are to close. It combines all of this into a month-by-month revenue projection.
Weighted vs. Unweighted Pipeline
The forecast distinguishes between confirmed and potential revenue:
- Active projects contribute their full remaining budget to the forecast. This is money you’ve already contracted for.
- Proposals are weighted by their likelihood percentage. A $100,000 proposal at 50% likelihood contributes $50,000 to the weighted forecast.
This gives you two views:
| View | What It Shows |
|---|---|
| Weighted | Realistic projection — proposals are discounted by their probability |
| Unweighted | Best-case projection — proposals counted at full value |
The gap between weighted and unweighted tells you how much of your pipeline is still uncertain.
Reading the Forecast Chart
The forecast chart shows monthly revenue bars across a 12-month window. Each bar is broken down by:
- Invoiced — Revenue already billed and recorded
- Contracted — Active projects with remaining budget to bill
- Pipeline — Proposals weighted by likelihood
Pipeline Breakdown by Status
Below the chart, you’ll see a summary of your pipeline broken down by project status:
- Active — Projects in progress with remaining budget
- Proposal — Deals being quoted or negotiated, weighted by their likelihood
- Complete — Finished projects with outstanding invoicing
This helps you quickly see where your revenue is coming from and how much depends on closing new deals.