BlueCamroo 8.3.7 - Phase 7 of Major Sales Update - Revenue Analysis

 Revenue Analysis

Healthy revenue is the ultimate goal of every business. Analyzing incoming revenue, and ultimately profit, helps businesses plan for the future, like making new hires, deciding when to release new products or services, or when to launch marketing campaigns. It can also help set budgets, allocate targets, gain investments, and much more.

Before detailing how Revenue Analysis works in BlueCamroo it is important to understand the difference between Revenue Analysis and Sales Forecasting, which was introduced in BlueCamroo 8.3.5.

While these are two different estimations, they are each equally important, and combined, they provide valuable information on the future cash flows within a business. Both can be forecast up to 12 months in the future.

Revenue Analysis is available for all Sales and Complete users and can be accessed by navigating to Sales > Revenue Analysis from the main navigation bar.

There is no setup required prior to working with Revenue Analysis, however for the feature to gather meaningful data, it will need invoices with payment due dates in the future.

The main table is divided into 4 main rows displaying data on a monthly basis:

• Revenues: Expected Revenue from Invoices.
• Sales Forecast: Expected Sales from Opportunities.
• Revenue Comparison: Comparison of Revenue in a given month and the same month in the previous year.
• Top 5 Products / Services: Displays the 5 best-performing Products or Services.

Revenues and Sales Forecasts are displayed in several ways (Note: all of these values are displayed by default, but can be adjusted using the Options menu):

• One-time (for Revenues only): Revenue of one-time sales of Products or Services.
• Weighted (%) (for Sales Forecast only): The value of the Opportunities in the month adjusted by their Probability.
• Weighted (Win Rate) (for Sales Forecast only): The value of Opportunities in the month adjusted by the win rate for the selected Pipeline/User/Group over the last year.
• Recurring Monthly: Displays the amount of expected sales from Opportunities or Revenues from invoices which have monthly recurring items.
• Recurring Annually: Displays the amount of expected sales from Opportunities or Revenues from invoices which have an annually recurring items.
• Recurring Other (for Revenues only): Displays the amount of expected sales from Opportunities or Revenues from invoices which have recurring items paid at intervals other than monthly or annually.

The Revenue Summary Column consolidates the data for the next 3 Months, 6 Months, 9 Months and Annually.

The Sales Forecasts and Revenue Analysis can be further focused by controlling which Pipeline is being shown, the period of time that is displayed, or what specific users or groups are being analyzed.