5.11. Revenue Forecasting

Projecting future revenue is an essential part of business income planning.

Streamline helps project future revenue based on demand forecasts and planned prices. The default behavior of the system is for revenue forecast to be generated automatically after clicking the Forecast button if the sales prices are loaded into the program.

Still, there is an option to forecast demand based on the revenue, which has been formed in the external data source. Users can import it and Streamline will take it into account while generating the forecasts.

The revenue forecast can be viewed in the Table in the Item view and the Plot on Revenue tab.

Streamline tracks revenue for the intermittent model, which doesn’t have any forecasts. In such case, the revenue calculation is based on sales price and transaction probability.

A summary of all revenue forecasts can be accessed in the Projected Revenue report in the Reports tab. In addition, the report can be exported to Excel by using the Export report button.

Next: Creating Custom Reports

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