Help centre / Deliver & get paid

Insights and forecasting

Revenue, win/loss, MRR and a 13-week forecast.

Available on Pro and Agency

What it is

Business reports built from your deals, invoices, recurring income and costs.

When to use it

• Monthly reviews.
• Planning cash flow.

How to do it

1. Open Insights.
2. Switch between revenue, pipeline, win/loss and forecast views.
3. The 13-week forecast combines recurring income, scheduled invoices and weighted open deals.

Still stuck? Read troubleshooting, or sign in and open Help & support.