Revenue reports
What approved billing runs billed per month, customer and kind of line, and recurring revenue from active contracts, each with a CSV.
Updated
Revenue (Service desk group, owners and admins) answers two questions. Amounts are before tax.
- Billed: what approved billing runs billed in the last twelve months, per month and customer, split into recurring lines, time and charges. Pick a month to see its customers.
- Recurring revenue: what each active contract in force today brings in a month, with counted lines (computers, contacts, licences) at today's counts, and the total a month and a year.
Each section has a CSV for a spreadsheet or your accounting system.
Deals you haven't won yet, weighted by how likely each is, are in RevoCRM's forecast.