Expected revenue report

Expected revenue refers to the total estimated value of opportunities that are likely to close within a defined period — typically by the end of the current month.

An expected revenue report gathers all active opportunities with a defined closing date, enabling teams to evaluate projected revenue and identify potential gaps in performance.

By reviewing this report regularly, sales managers can:

• Monitor expected revenue against targets

• Identify top-performing salespeople

• Detect risks in the pipeline

• Take action on deals that may require attention

Create an expected revenue report

To get started, navigate to:
CRM app ‣ Reporting ‣ Pipeline

This opens the Pipeline Analysis dashboard.

Important
Before applying new filters, remove any default filters from the search bar to avoid inaccurate results.

Next:

• Click Measures

• Select Expected Revenue

Then:

• Click the 🔻 (down arrow) icon

• Select Add Custom Filter

Add custom filters

To generate an accurate expected revenue report, configure the following filters:

1. Expected closing date

• Select Expected Closing

• Set condition to is set

Then duplicate the rule and:

• Change condition to is between

• Choose a start and end date (e.g., current month or quarter)

2. Assigned salesperson

• Field: Salesperson

• Condition: is set

This ensures only assigned opportunities are included in the report.

3. Sales team (optional)

If you want to filter by team:

• Field: Sales Team

• Condition: is in

• Select one or more teams

Tip
You can include multiple teams — results will match any selected team.

View results

Ensure the filter condition is set to Match all rules before applying.

Click Add to generate the report.

Understand report views

The expected revenue report can be explored using different views, each serving a specific purpose.

Graph view (visual insights)

The graph view helps visualize expected revenue and identify patterns quickly.

What you can analyze:

• Revenue distribution across salespeople

• Value of opportunities in each stage

• Trends over time

Chart types available:

• Bar chart: compare revenue across categories

• Line chart: track changes over time

• Pie chart: view proportional contribution

Best practices:

• Use stacked bars to compare grouped data

• Switch to line charts for trend analysis

• Use pie charts for smaller datasets

List view (detailed records)

The list view displays all opportunities included in the report as individual records.

What you can do:

• Open any opportunity for detailed review

• Scan deals quickly

• Identify high-value opportunities

Recommended columns:

• Expected Closing Date

• Expected Revenue

• Probability

• Salesperson

Why use it:

• Ideal for day-to-day sales operations

• Helps track deal progress

• Useful for follow-ups

Pivot view (advanced analysis)

The pivot view organizes data into a structured table for deeper insights.

What you can analyze:

• Revenue grouped by stage, team, or salesperson

• Performance across time periods

• Contribution of different segments

Key features:

• Dynamic grouping

• Multiple metrics (Expected Revenue, Count, etc.)

• Axis switching using Flip Axis

Common use cases:

• Compare team performance

• Analyze revenue by pipeline stage

• Track growth over time