Forecasts - Projected Revenue and Profit
The Forecasts page projects revenue and profit for the next three months. It extends the trend from the last three months, so it is a quick outlook, not a sales pipeline forecast.
At a glance
| What it is | Three-month revenue and profit projection |
| Where to find it | Finance > Forecasts |
| Who can use it | People with permission to view finance |
| Plan | Business |
How the forecast is made
Worklenz draws a linear trend from the last three months of invoiced revenue and time-based cost, then continues it forward. The page states this directly: “Forecast method: linear trend of the previous three months. Not a pipeline-based forecast.” Deals you have not invoiced do not appear.
What the page shows
- Projected Revenue (Next Month)
- Projected Profit (Next Month)
- A 3-Month Revenue Forecast chart with revenue and profit, separating Actual from Projected values
Each figure is compared with the current month. If there is no revenue or profit this month, the page says “No revenue this month to compare” or “No profit this month to compare”.
Example
Revenue was 8k, 9k and 10k over three months. A straight-line trend continues to about 11k next. A single large one-off payment would pull the line upward, so treat the result with care.
Best practices
- Read it as a trend, because it only extends the past three months.
- Keep invoicing regular, because invoices feed the revenue side.
- Keep time logged, because cost comes from time-based entries.