Glossary

Agreement MRR#

Recurring revenue from agreements. It is separate from new MRR coming from projects.

Age Bucket#

A group based on how long a project has been open, such as 0-30 Days or Over 365 Days.

Billing Type#

How project labor is billed. The most important distinction in Rev Tracker is fixed-fee versus hourly/T&M.

Confirmed Delivery Date#

The date a product was actually delivered or should be treated as delivered for revenue timing.

Delivered#

A product state meaning the product is no longer open product exposure.

Estimated Delivery Date#

A planning date for product delivery when a confirmed date is not yet available.

Exposure#

Revenue that is still open and needs to be watched. Product exposure usually means undelivered product value. Labor exposure focuses on forecast-eligible fixed-fee labor.

Fixed Fee#

Labor sold for a fixed amount rather than billed hour by hour.

Forecast Detail#

A monthly detail window that explains the revenue rows behind a month total.

Forecast Placeholder#

A manually entered planning value used for a future month until actual source data is available.

Labor Snapshot#

Dashboard card showing expected labor-related revenue by visible month.

Manual Forecast#

An admin-entered forecast value for selected future categories, such as Non-Project HW/SW or On-Demand.

Manual MRR#

Admin-entered monthly MRR values used when MRR mode is set to Manual.

MRR#

Monthly recurring revenue.

MRR Mode#

The method Rev Tracker uses to categorize recurring revenue. Options can include ConnectWise type, configured prefix, and manual values.

MRR Start Date#

The date new recurring revenue should begin in the forecast.

Needs Forecasting#

Dashboard list of projects with missing forecast inputs, such as product delivery dates, labor dates, labor amounts, or MRR start dates.

New Project MRR#

Recurring revenue expected from projects, separated from existing agreement recurring revenue.

Non-Project HW/SW#

Hardware/software revenue that is not tied to a project in the same way as project product revenue.

On-Demand#

Revenue from on-demand work or WIP-style activity that may not be represented as project fixed-fee revenue.

Open Project#

A project that is not treated as closed, completed, or canceled.

Product Snapshot#

Dashboard card showing expected product revenue by visible month.

Project Details#

The main project-level detail window. It explains a project's client, status, manager, product exposure, labor exposure, MRR, and available actions.

Project MRR#

MRR tied to a project or project phase.

Revenue Pod#

A monthly Revenue Summary card on the Dashboard.

Snapshot#

A stored historical month value. Snapshots help preserve what a prior month looked like instead of recalculating it from today's live data.

T&M#

Time and materials. Labor billed as worked rather than forecasted as fixed-fee exposure.

Total Exposure#

Open product and forecast-eligible labor dollars grouped together for review.

WIP#

Work in progress. In Rev Tracker, WIP-style values are used for certain current-month or on-demand labor calculations.