NextStage includes built-in financial forecasting measures that allow you to visualize expected revenue over time. These forecasts automatically distribute contract value across the Period of Performance (PoP), enabling accurate revenue forecasting and financial planning.

These forecasts are especially useful for:

NextStage forecasting reports use amortized revenue logic to spread contract value across the contract’s Period of Performance.

This allows you to see how revenue is expected to land over time rather than showing the full value at once.

Forecasts can be visualized monthly, quarterly, or annually using the Chart Builder.

NextStage provides an improved Version 2 (V2) forecasting model.

Always use:

This ensures revenue is calculated using Contract Start Date and Contract End Date, which produces more accurate financial forecasts.

See the difference.

Follow these steps to create a financial forecast chart.

The Chart Builder will open.

In the Measures field, select:

Opp Amortized Revenue (V2 Forecast Only)

This measure spreads contract value across the Period of Performance.

In the Time Dimension field, select:

Opp Revenue Month (V2 Forecast Only)

Set the Chart Type to:

Line Chart

This visualizes revenue trends over time.

If no data appears, ensure your opportunities have:

You can add filters to refine your forecast.

Example:

Filter by Pipeline Name to isolate a specific business unit or portfolio.

This allows you to forecast revenue for specific:

For best results, use the following settings:

For (Time Range):
All Time

By (Grouping):
Month (recommended for financial forecasting)

Chart Type:
Line Chart

Filters:
Optional, based on reporting needs

Description:
Spreads the Estimated Contract Value evenly across the Period of Performance.

Use this for revenue planning and bookings visualization.

Description:
Spreads revenue across the Period of Performance and applies Opportunity Win Probability (PWin).

Formula:

Estimated Revenue × Win Probability

Example:

Estimated Value: $1,000,000
Win Probability: 50%

Forecast Revenue: $500,000 distributed across contract duration

This provides a probability-weighted financial forecast.

Version 2 calculates revenue using:

If Contract End Date is missing, NextStage uses:

Contract Start Date plus Contract Term

Estimated Contract Value: $24,000
Contract Start Date: January 1, 2021
Contract End Date: December 31, 2021

Revenue distribution: $2,000 per month from January through December

Estimated Contract Value: $24,000
Contract Start Date: January 1, 2021
Contract Term: 12 months

Revenue distribution: $2,000 per month for 12 months

Legacy forecasting uses:

Award Date plus Contract Term

Example:

Estimated Contract Value: $12,000
Award Date: January 1, 2021
Contract Term: 12 months

Revenue distribution:

$1,000 per month for 12 months

Version 2 is more accurate because it uses actual Period of Performance dates.

You can group forecast revenue using:

Forecast reports help organizations:

These reports convert pipeline data into actionable financial forecasts.