Enhance the CRM module by introducing functionality that enables companies to forecast when sales revenue will be recognized and reflected in the accounts on a monthly basis.
This feature will allow users to project and track expected revenue, offering a clearer view of overall company performance.
Additionally, integrate a charting tool to visually display monthly revenue forecasts, with booked work on the work platform which is currently not available in the system.
@Clarey You can do that with the Screenful add-on. Here’s an example chart:
Learn more: How to track estimated revenue for the future?
Thanks for the reply I was hoping to have a native / free option within Monday.com instead of a paid add on for users. For others who perhaps have bigger budgets can this work off the project timeline not the Sales timeline as often they can be very different.
It works with any Timeline or Date column. It sums up the value (which can be any Number column) assigned for items and groups them by day/week/month/quarter. It can be used for tracking workloads, forecasted sales, and any other events planned for the future.
