Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Revenue Forecast Report

Use the Revenue Forecast report to review projected revenue for one or more organizations for the next 12 months based on data for both existing projects and new business projects.

You can specify by probability % which forecasts to include in the report..

For each project, the report displays the following:

  • Win probability (100 percent for all existing projects)
  • Forecast revenue amounts for the next 12 months following the current period in Costpoint Planning with the option to apply the win probability % to the forecast.

For each organization, the report displays backlog revenue, New Business revenue, and total forecast revenue subtotals for each of these columns, along with totals for the report as a whole.