Revcast’s Dashboard provides charts and graphs offering details about the state of your organization and revenue plan.
Jump to a graph for more information on usage:
“Budget” data is from the finalized budget within Revcast. When you choose a fiscal year, the finalized budget for that fiscal year will be used. This information is effectively “locked in” when you finalize your budget. As such, your budget data will not change over time unless you unfinalize, update, and refinalize your budget.
“Actual” data is based on what is and has actually happened. This data comes from multiple sources, including your sales actuals (via the CRM integration or manual entry) and hiring & attrition of employees within Revcast. This information is only shown if we have “actuals” data available, but will update retroactively with the addition of new data.
“Expected” data is a future projection of what is expected to happen based on the information in the finalized budget while also taking into account “actuals” and any future expected changes (such as, for example, changing the date of an expected future hire or attrit). This information is only shown on certain charts & graphs where relevant and applicable.
By default, the Dashboard shows data from the most recent fiscal year for which there is a finalized budget. In the top-right corner, you’re able to change the view to any fiscal year for which there is a finalized budget, which will display values associated with that budget.