WindoorERP Documentation 19.0

Analyze expected revenue, stage probabilities, and prorated manufacturing pipeline

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Evaluates pipeline financial value by calculating Expected Revenue and Prorated Revenue (Expected Revenue × Probability %), enabling executive management to forecast cash flow and raw material procurement.

Before you start

  • Sales Manager or Financial Analyst privileges.

Steps

Expected revenue pivot matrix by sales stage and month

Pipeline revenue bar chart analysis

Important

Prorated Revenue automatically adjusts as opportunities move into higher-probability stages (e.g. 20% in Qualification -> 80% in Contract Negotiation).

  1. 01
    Open CRM › Reporting › Pipeline and switch to the Pivot view.
  2. 02
    Select Measures: toggle between Expected Revenue and Prorated Revenue.
  3. 03
    Group rows by Stage, Sales Team, or Salesperson.
  4. 04
    Group columns by Expected Closing Date › Month to inspect quarterly revenue projections.
  5. 05
    Drill down into individual stages to identify high-value commercial tenders requiring senior executive intervention.

Common mistakes

  • Leaving probability at 0% or 100% on early-stage leads, distorting weighted pipeline revenue.
  • Failing to update expected closing dates when commercial projects experience site readiness delays.

Continue learning

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