Adding Estimated Revenue to an Inquiry, Prospect, or Event
Tracking estimated cost and/or revenue is a great way to compare the business value of different possible leads, as well as to report on the value of lost business. You are able to add estimates for each revenue stream on your account.
To add estimated cost and/or revenue to an inquiry, prospect, or event:
- Go to the event details page and then to the Financials > Estimates tab.
- Click the pencil by Revenues.
- Add the estimates and click Save.
- The estimates will be saved.
Estimates can be pulled into reports and they will also display on the:
- Financials > Summary tab:
- Overview tab:
- Event List: