Revenue and projects

Revenue dashboard

Read revenue snapshots, goals, monthly drilldowns, and the Needs Forecasting list.

The Dashboard is the main revenue view. Use it to see expected revenue, spot missing forecast inputs, and drill into the details behind each month.

Top Export Button

Use Export to open a revenue summary report in a new browser tab.

Use this report for:

  • Revenue review meetings.
  • Month-end forecast reviews.
  • Sharing a snapshot of current revenue expectations.
  • Reviewing at-risk or notable projects.

Snapshot Cards

The top cards summarize the visible month window.

Card What it means What happens when you click
Product Snapshot Expected product revenue by month. Opens Product Exposure Drilldown.
Labor Snapshot Expected labor revenue by month, including labor-related streams. Opens Labor Exposure Drilldown.
MRR - MSP Recurring MSP revenue. Use monthly pods or MRR chart for detail.
MRR - Private Cloud Recurring private cloud revenue. Use monthly pods or MRR chart for detail.
MRR - Public Cloud Recurring public cloud revenue. Use monthly pods or MRR chart for detail.

Needs Forecasting

The Needs Forecasting panel is the app's work queue for missing forecast information.

A project appears here when it has one or more missing items:

  • Product needs a delivery date.
  • Fixed-fee labor needs a date.
  • Fixed-fee labor needs an amount.
  • MRR needs a start date.

Click a project in this list to open Project Details. From there, admins can open the relevant editing workflow.

Revenue Summary

Revenue Summary shows month cards, also called pods. Each pod summarizes expected revenue for one month and compares it to the revenue goal.

Use the month pods to answer:

  • Are we above or below goal?
  • Which categories are driving the month?
  • Which categories are placeholders?
  • What details make up the month total?

Click a pod to open Forecast Detail for that month.

Moving Between Months

Use the left and right arrows in Revenue Summary to move through loaded months.

  • Left arrow: move to earlier months.
  • Right arrow: move forward.

Historical months may show locked snapshot indicators in charts. A locked month means the app is showing stored historical values rather than recalculating everything from live project data.

View Style

Use Switch to Modern View or Switch to Classic View to change the pod layout.

This only changes presentation. It does not change revenue calculations.

Admin Revenue Edits

Admins may see edit controls in the Revenue Summary pods.

Admin-editable values can include:

  • Monthly revenue goal.
  • Future Non-Project HW/SW forecast.
  • Future On-Demand forecast.
  • Manual MRR values when the app is in manual MRR mode.

If you do not see edit controls, your account is not an admin account.

New Project MRR Chart

The New Project MRR chart shows new project-sourced recurring revenue by month.

The chart separates:

  • MSP.
  • Private Cloud.
  • Public Cloud.

Click a month bar to open Project MRR Drilldown. Use that drilldown to see which projects contribute to the selected month.

Forecast Detail Window

Forecast Detail opens when you click a revenue pod or chart bar.

Use its tabs to inspect the month by category:

  • Product.
  • Labor.
  • Project MRR.
  • Agreement MRR.
  • Other revenue categories when available.
  • MRR changes when available.

Common actions:

  • Search within the selected tab.
  • Export the visible rows.
  • Click a project row to open Project Details.
  • Click an MRR change row to see the reason and before/after amounts.

Product Exposure Drilldown

Use Product Exposure Drilldown to inspect undelivered product revenue.

You can:

  • Search.
  • Sort columns.
  • Export the list.
  • Open a project.
  • As an admin, update product delivery status and dates.

Labor Exposure Drilldown

Use Labor Exposure Drilldown to inspect labor revenue exposure.

You can:

  • Search.
  • Sort columns.
  • Export the list.
  • Open a project.

Project MRR Drilldown

Use Project MRR Drilldown to see projects contributing MRR in a month.

Watch for warning icons. A warning icon means the app is using a fallback date because no MRR start date was found.

Best Daily Dashboard Routine

  1. Click Refresh Data.
  2. Review Needs Forecasting.
  3. Open projects with missing dates or amounts.
  4. Review the current and next two revenue pods.
  5. Drill into any month that looks too high, too low, or heavily dependent on placeholders.
  6. Export the revenue summary before a forecast meeting.