The branch Projected Income Report is a new Financial report – which allows RAVE Financial Management System users to view all estimates and variations created and sent, or created and saved via the FMS Estimate sub-tab to project income. This ability to view projected income allows our FMS users to more easily identify and follow up on outstanding proposals, or variations, and to realise that income faster.

The Projected Income Report provides a summary of Totals Sent, Generated, Accepted, and Declined for a specific date period (and a suite of other handy filters including the proposals’ acceptance status), with an overall Total clearly displaying the total projected income for that time period. The Projected Income Report is also exportable to CSV, allowing for more granular control if required.

This new report is available now for RAVE Financial Management System users from the Reporting portal – via your profile drop-down menu that’s Reporting/Branch/Budget/Projected Income Report.