NextStage comes "batteries included" with some forward-looking forecasting metrics for financial teams. These reports spread the expected revenue from a contract a

Note:

We've added a "Version 2" of the forecast reports that improves on the previous logic. Make sure to use V2 Forecast Dimensions with V2 Forecast Measures only. See the difference.

Tutorial: Building a straight-line revenue

To build a straight-line revenue forecast, go to the Dashboard of your choice and click "Add Chart".

Select these fields in the measures and time dimensions dropdowns. You can add additional fields:

Next, change the Chart Type to "line". You should see something like this if you have the right data fields filled out in your opportunities. If you do not see results, you likely do not have any opportunities with the right inputs.

Next up:

Try adding and removing dimensions and measures.
See our general reporting guide
Feel free to contact us if you have any additional questions!

Recommended Practices:

In the For field of the chart builder - we recommend keeping that set to All time.
In the By field of the chart builder - you can select day, week, month, year, or w/o group.
In the Filters section, you can add filters to specify the data that you are using for your visualization.

Reference

Measures:

Name	Description
Amortized Revenue	Spreads the estimated value uniformly over the period of performance
Weighted Amortized Revenue	Same as Amortized Revenue, but weighted by Opportunity PWin. If there is no PWin present, the value defaults to 0, so that opportunity would see zero revenue.

Logic:

Version 2 uses Contract Start Date and Contract End Date. If there is no Contract End Date, then NextStage will estimate the period of performance with the Contract Term.

Example:

Est. Value: $24,000
Contract Start Date: 1/1/2021
Contract End Date: 12/31/2021

Then we would report $2000 of revenue for each month between January 2021 and December 2021.

The same report can be generated with these values:

Est. Value: $24,000
Contract Start Date: 1/1/2021
Contract Term: 12

Legacy:

Version 1 (Legacy) Logic

Spread the over the months between Award Date and (Award Date + Contract Term).

Example

If you generate a report for an opportunity with these characteristics:

Est. Value: $12,000
Award Date: 1/1/2021
Contract Term: 12 months

Then we would report $1000 of revenue for each month between January 2021 and December 2021.

Dimensions (Legacy)

Name	Description
Fiscal Year	Government Fiscal Year that revenue is booked
Fiscal Quarter	Government Fiscal Quarter that revenue is booked
Revenue Month	Calendar month that revenue is booked
Revenue Year	Calendar year that revenue is booked
Revenue Quarter	Calendar quarter that revenue is booked