Add Revenue to the Opportunities dashboard and reports
Add Revenue to the Opportunities dashboard top line... some firms are less worried about assets and more focused on revenue.
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Jeremy Presley commented
Add the ability to customize which columns are needed/wanted in an opportunity report through PDF. I am aware I can export the spreadsheet and it will have all the fields. I already have a spreadsheet so this kinda defeats the purpose. If not, maybe replace probability with projected revenue and/or actual revenue. I believe this would be more suitable for any financial guys looking for commission numbers without having to export data.
Revenue Report for Opportunity Tracker
I'd love if we could keep track/get reports run in opportunity tracker of EXPECTED revenue from new opportunities and ACTUAL revenue earned when it goes to "closed won" category. Any way we can get that done? It's SO helpful for us advisors to have...
Anonymous shared this idea · Oct 7, 2015 · Flag idea as inappropriate…
COMPLETED · michelle.machiri responded · Mar 30, 2016
The columns you requested have been added in your export files. To see what else our developers have added, please visit our Release Notes page. http://help.redtailtechnology.com/hc/en-us/articles/204037074-Project-Tailwag-Release-Notes
Thank you for your feedback!
I see this completed...and I couldn't add my comments below:
1. I saw this and I don’t get this on my Report Exports? I too would like to see it and says here that it is there. In fact, other than on the specific Op, I don’t see where the Projected vs Actual ever comes into view.
2. Also, I don’t understand the logic of the Opportunities home page where it shows “Potential $”. Why is that tied to the “Amount” field and not the Projected field?
3.It would be great if the Potential $ field would change when you filter on different stages, e.g.; Adjust that dollar value to reflect all the Ops in that particular stage.
4.Would be great if there were additional fields for Revenue “Type”, e.g.; 1x Commission, Up-front, AUM, Annual $, etc
5.Would be very helpful to “categorize” the Opportunities, e.g.; 401(k) Plan, IRA, Life Insurance, Roth, Non-Qualified, etc. This could easily be done with the “Type” field. Allow users to add Custom identifiers like you do in the “Stage” field.
6.Would be very helpful if the Mobile App would also reflect these dollar values in some way so we can better stay on top of our Ops.
7.Should have “reminder” settings.
8.Should “email” all updates to Team Members
Having Projected Revenue visible on the Opportunities dashboard is just as important as AUM. Remove one field and add Projected Revenue instead. Projected Revenue is entire point of an OPPORTUNITY!!!!
I know this post is old, but I still don't see it and would love to have revenue be the focus not AUM.
1. Why doesn’t the dashboard show (or give us the ability to show) “Revenue”, ideally Revenue Projected and Actual.
2. Why do you show “Amount” Instead of Projected Revenue on the Dashboard?
3. Why is “Closed One” revenue figure linked to “Amount” vs “Actual Revenue”?
4. Why can’t we add and edit existing fields, i.e.; add “Type” of Revenue like Commission, Fees, Hourly, etc and distinguish between common sources like AUM, 401k, Life Insurance, LTC, IRA, Rollover, etc?
5. Check out what Wealthbox shows. They have a fantastic Opportunity Tracker and Reporting system that you should be trying to compete against.
Kurtis Nolan commented
This screen could function much better with some more detail. Instead of just having the amount listed, have the expected amount and then an actual amount. Also have the last note visible so that you can quickly scan and see what was last done and if any followup needs to happen. Lastly we should be able to add the account number so that it will tie to the account and update automatically.
Jonathan Souza commented
This is the most important part of the Opportunities report for us, and much quicker and easier to read than the "Export" spreadsheet. It may even be more important than the Amount Column currently on the spreadsheet, as we are trying to prioritize what to spend the most time on, based on anticipated revenue. Thanks!
Anthony Caltabilota commented
Yes! Definitely need this!
Stephen Crabb commented
Please add the expanded filters for dates, assigned to, next steps, stage, probability, amount, etc. - not just closed won and closed lost.
Please add the filter "Projected Revenue" and "Actual Revenue" to the filter list. This allows us to more accurately track insurance and annuity business opportunities.
This would make the Opportunity Tracker much more effective and useful.
Be able to export any field from the Details section of an Opportunity - particularly the Projected Revenue field
Brooke Napiwocki commented
This is what we need!!! So many revenues aren't just AUM - hourly planning, retainer, insurance revenue, etc. Projected revenue is more important that the AUM column currently in the main screen within opportunities.
Dale Ringerwole commented
We use the opportunity tracker. However, you cannot sort by projected revenue, but you can sort by amount.
It seems that it would make more sense to be able to sort by revenue as well. After all, that's where the rubber meets the road, and it would allow you to also include items such as insurance commissions, etc.
Pam Dandeneau commented
Great idea - you should be working for Donald Trump
This would be helpful to our organization.
Yes! This would be very helpful.
I feel this would be very helpful in tracking all aspects of our business
It would be extremely helpful if opportunities could be customized further especially to reflect insurance premiums.
Please do this ASAP.
I would like the Projected Revenue column to show on the PDF report.
A report that calculates expected revenue for each opportunity (Potential Revenue x Probability = Expected Revenue), and then aggregates Expected Revenue for all opportunities, which would be very helpful for budgeting and cash flow management purposes. As it is, there is little use in entering probabilities because it is not leveraged in any report.