How to Calculate Projected Revenue in TCS

Use the Jobs / Projected Jobs report to estimate future revenue. Export the report, total the price column, and you'll have a projection of expected revenue for the selected date range.

Step 1. Open the Jobs / Projected Jobs Report

• Go to Reports
• Select Jobs / Projected Jobs
• Choose your date range

Example:

• June 1st – June 30th for projected June revenue

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Step 2. Select your report columns
Choose the information you want to include.

Recommended columns:

• Customer Name
• Service Type
• Date to Complete
• Add-Ons
• Discounts
• Total Price

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Step 3. Run and download the report

• Click Search
• Click Download
• Open the Excel file or import it into Google Sheets

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Step 4. Calculate projected revenue

• Locate the Total Price column
• Total Price already includes:
  • Add-ons
  • Discounts
• You can also total the Add-On or Discount columns separately to analyze revenue trends
• Scroll to the bottom
• Use a SUM formula to total all prices

This total represents your projected revenue for the selected date range.

Example:
Projected June Revenue = $22,940 based on all scheduled and projected jobs during the month.

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Notes

• Projected revenue includes future scheduled and projected jobs
• Total Price reflects what the customer is expected to pay after discounts
• Downloading to Google Sheets makes it easier to analyze and forecast revenue
• This report is useful for monthly, quarterly, and annual revenue planning