Revenue forecasting in Q-Revenue allows you to predict future income based on your active deals, sales stages, and win probabilities. Your forecast updates automatically as deals move through the sales cycle.

This article explains how to access and interpret your revenue forecast.

What Is Revenue Forecasting in Q-Revenue?

Revenue Forecasting calculates expected income using:

Deal value
Sales stage probability
Expected close date
Assigned owner
Sales cycle configuration

The system automatically applies win probabilities to generate projected revenue figures.

How to View Your Revenue Forecast

Follow these steps:

Go to Q-Revenue Dashboard

2. Click Forecast

3. Select your preferred time range:

- Monthly
- Quarterly
- Yearly

Your revenue forecast will now be displayed.

What You Will See in the Forecast Dashboard

The Forecast Dashboard typically includes:

1. Total Forecasted Revenue

The calculated expected revenue based on active deals and probabilities.

2. Weighted Pipeline Value

Total deal value multiplied by win probabilities.

Example:

Deal Value: $100,000
Win Probability: 50%
Forecasted Revenue: $50,000

3. By Stage Value

Revenue from deals in high-probability stages (e.g., 80%+).

4. Pipeline Breakdown by Stage

Visual representation of deals distributed across sales stages.

5. Active Prospects

Shows expected revenue per sales representative.

Adjusting Forecast View by Time Period

You can refine forecasts by:

Expected close date
Current month
Next quarter
Custom date range

This allows you to:

Plan short-term revenue
Evaluate quarterly targets
Monitor annual projections

How Forecast Values Are Calculated

Q-Revenue calculates forecast using:

Forecasted Revenue = Deal Value × Stage Win Probability

As deals move forward:

Probability increases
Forecast value adjusts automatically

If a deal is marked Closed Won, it moves from forecasted revenue to actual revenue.

Improving Forecast Accuracy

To ensure accurate forecasts:

✔ Keep deal values updated
✔ Move deals to correct stages
✔ Adjust probabilities based on real conversion data
✔ Remove inactive or lost deals
✔ Review expected close dates regularly

How Do I See My Revenue Forecast in Q-Revenue?