Revenue and Pipeline Reporting

Open Business > Reports, then the Revenue card, or go straight to /reports/revenue. Revenue now has its own page with a persistent report-tab row across the top; ← All reports returns to the hub.

Use the range presets, exact from/to dates, and location selector at the top of the page. Every card and table reloads from the same server-validated filter.

Revenue Cards

• Booked (accepted) is the value of accepted proposal work in the range.
• Collected (gross) is the payment amount collected before refunds.
• Net collected subtracts refunds and calls the refunded amount out below

the total when it is non-zero.

• Win rate is accepted estimates divided by sent estimates, with both

counts shown beside the percentage.

Booked work and collected cash answer different questions. Do not treat an accepted proposal as payment, or a gross collection total as net revenue.

Revenue Over Time

Below the summary cards, a monthly table breaks out booked, collected, refunded, and net figures by calendar month, in the selected report timezone. V1 charted this as a line under Revenue Over Time; the current V2 report has no charting library, so the same monthly numbers render as a table instead.

A teammate with the Export data permission can export this table too. The download uses V1's exact revenue_report columns, Period, Revenue, and Estimates, where Revenue is the month's booked (accepted) value and Estimates is the month's accepted count, both V1's own definitions.

Pipeline and Estimate Performance

The Pipeline funnel groups open pipeline into the current stage categories and shows lead count and value for each one.

Estimate performance shows sent count, accepted count, win rate, and the average number of days from send to acceptance when that value is available.

Operations Context

Jobs throughput charts completed jobs by week. The same page also includes the maintenance-plan book, top services, and the available holiday-lights shrinkage totals so an owner can read sales and delivery capacity together.

Current V2 does not yet provide the broader module/brand/person comparison controls V1 had. Those remain part of the V1 reporting-parity backlog. Every card on this page, including Revenue Over Time, can be exported to CSV or Print when a teammate has the Export data permission; see Reporting Overview.