Branch Reporting - Financial - Projected Income

Accessing the Reporting Module

To begin:

1. Click on ‘Reporting’ at the top-right of your Rave screen.

2. Depending on your permission level, you will see tabs for:

   • Company

   • Branch

   • Salesperson

For this guide, we are focusing on the Branch tab.

Navigating to FINANCIAL Reports

1. In the Reporting Module, click on the Financial tab (left-hand side).

2. You will now see a list of available Financial reports.

3. The Projected Income report is the one you need for this guide 

The Projected Income Report provides you with a forward-looking view of potential income. This report details estimates and variations within the selected date range.

At the top you can filter the report results by date and branch. The report then shows the figures for the below categories for estimates and variations:

Sent - Sent to the client, no response has been received

Generated - Generated in Rave, but not sent via Rave

Accepted - Accepted by the Client or Branch

Declined - Declined by the Client or Branch

To the right there is a total excl GST of your potential income and also the option to Print or Export.

Below the summary is a table which breaks down the information for each project displaying:

• Client
• Project
• Contract Name
• Project Manager
• Sales Person
• Address
• Type (Estimate or Variation)
• Proposal Name
• Latest Proposal
• Status of the Proposal
• Whether the version is active
• Date it was sent
• Date it was actioned
• Who it was actioned by
• The email address for the person it was actioned by
• Any comments added
• Total excl GST
• Total incl GST

Tip: Due to its width, this report is often easier to review when downloaded as a CSV and opened in a spreadsheet tool like Excel or Google Sheets.