The project revenue forecasting module uses these settings in the Project records to build the revenue bar chart.
- Project budget cost estimate (revenue you expect to get)
- Project Win probability (likeliness you'll win this deal)
- Win status (Submitted/Won/Lost)
- Start date (the date you expect this project to begin)
- Finish date (date this project will end)
Set all these values and then choose View, Project Revenue. A bar chart will display the estimates over time.
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I’m Mike. Thanks so much for joining me today. See you next time.