> For the complete documentation index, see [llms.txt](https://docs.rishvi.co.uk/linnworks/llms.txt).
> Use it to discover all available pages before exploring further.
# Expected revenue report
Expected revenue represents the total potential value of opportunities projected to close within a specific time frame, helping teams forecast and evaluate sales performance.
*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