Pipeline and Forecast Reports

Pipeline and forecast reports give you a forward-looking view of your revenue. They project income across a 12-month window, broken down by event status, salesperson, or custom groupings — helping you forecast revenue, track against targets, and spot trends over time.

Getting There

• Click Reports in the sidebar.
• Click Create and select one of the pipeline or forecast report types, or open an existing pipeline report from the list.

Report Types

EventWorks provides ten pipeline and forecast report types. Each gives a different perspective on your revenue pipeline.

Pipeline Summary

The primary forecasting report. Displays a 12-month grid with event statuses as columns and months as rows, showing the total value of events in each status for each month.

• Report data source — Choose which financial value to display (e.g. reported price, reported profit, weighted pipeline, weighted profit)
• Event statuses — Select which statuses appear as columns
• Display contracted column — Combine all contracted event statuses into a single column, or hide the contracted column and only display the statuses you selected above
• Source — Filter by event source
• Event type — Filter by one or more event types
• Salesperson — Filter by one or more salespeople
• Teams — Filter by one or more teams (includes sub-teams automatically)
• Resources — Filter by resource allocation (includes child resources)
• Start month — Choose which month the 12-month window begins
• Use Centralised Target — Tick this to pull monthly target values from your dashboard widget settings instead of entering them manually
• Monthly targets 1–12 — Enter a target amount for each of the 12 months (only used if centralised targets are off)

• Monthly, quarterly, and annual totals
• Optional consolidated contracted column
• Monthly targets for comparison
• Previous version comparison — if the report is scheduled, it shows the difference since the last run

Tip: Schedule this report weekly to automatically track how your pipeline grows or shrinks. Each scheduled run saves a version, and the report shows the difference against the last version.

12-Month Profit Pipeline Forecast

Projects revenue over 12 months using weighted profit — each event's profit is multiplied by its status probability. This gives you a realistic forecast of margins rather than top-line revenue.

• Start month, event statuses, monthly targets (same as Pipeline Summary)

Unfactored 12-Month Pipeline Forecast

Shows the full reported price without probability weighting. Use this when you want to see the total potential value of your pipeline regardless of how likely each event is to proceed.

• Start month, event statuses, monthly targets

Unfactored 12-Month Profit Pipeline Forecast

Same as the unfactored pipeline forecast, but uses reported profit instead of reported price.

• Start month, event statuses, monthly targets

12-Month Profit Forecast

A comprehensive view showing price, profit, and cost breakdowns for each month across 12 months. Includes quarterly and annual totals with target comparison. Useful for understanding not just revenue but profitability and cost trends.

• Start month, event statuses, monthly targets

12-Month Actuals

Compares invoiced amounts against purchased amounts month by month for the past 12 months, showing net figures. Only includes contracted events, making this a backward-looking report of actual financial performance.

• Monthly invoiced total vs. purchased total
• Net calculation (invoiced minus purchased) for each month
• Monthly targets for comparison

• Start month, event statuses, monthly targets

Grouped Status Pipeline Summary

A customisable pipeline report where you define your own column groupings. Instead of one column per status, you can group multiple statuses together under a custom name (e.g. "Active" = Provisional + Contracted, "Prospects" = Enquiry + Quoted).

• Columns — Define each column group with a name and the statuses it includes
• Start month — Beginning of the 12-month window
• Report data source — Which financial value to display
• Salesperson, Teams, Resources, Source — Standard filters
• Centralised targets / Monthly targets — Target values for comparison

• User-defined column groups with custom names
• Monthly, quarterly, and annual totals
• Chart data for visual presentation

Grouped Status by Salesperson

Similar to the Grouped Status Pipeline Summary, but with salespeople as rows instead of months. Compare team members' pipelines using your custom status groupings.

• Rows = individual salespeople
• Columns = your custom status groups
• Chart data included

Individual Salesperson Pipeline

A 12-month pipeline view for a single salesperson, with monthly targets. Useful for individual performance tracking.

• Salesperson — Select the individual to report on
• Start month — Beginning of the 12-month window
• Event statuses — Which statuses to include
• Monthly targets — Target values for the selected salesperson

Common Filters

Most pipeline reports share these configuration options:

Understanding Weighted Values

Several pipeline reports use "weighted" or "factored" values. Here's how it works:

• Each event status has a probability percentage assigned to it (e.g. Enquiry = 10%, Quoted = 25%, Provisional = 75%, Contracted = 100%).
• Weighted value = Event value × Status probability.
• Example: A £10,000 event at "Quoted" status (25% probability) shows as £2,500 in weighted reports.
• Unfactored reports ignore probability and show the full value regardless of status.

Tip: Use weighted reports for realistic financial forecasting. Use unfactored reports when you want to see the total potential value sitting in your pipeline.

Understanding Version Comparison

When a pipeline report is scheduled, EventWorks saves a snapshot of the data each time it runs. The next time you view the report, it can show the difference between the current numbers and the last saved version. This lets you see at a glance whether your pipeline is growing or shrinking.

Version comparison only works for reports that have been scheduled and have at least one saved version.

Tips & Best Practices

Tip: Set up monthly targets on your Pipeline Summary to visualise progress against goals. You can enter targets manually on each report, or tick Use Centralised Target to sync with your dashboard widgets.

Tip: Create multiple pipeline reports for different perspectives — one filtered by team, another by event type, and a company-wide overview.

Tip: Use the Grouped Status Pipeline Summary when the standard one-column-per-status layout doesn't match how you think about your pipeline stages.

Tip: The 12-Month Actuals report only includes contracted events, making it the most reliable report for historical financial analysis.

Frequently Asked Questions

The Profit Pipeline Forecast multiplies each event's profit by its status probability, giving you a weighted/realistic view. The Unfactored version shows the full profit regardless of probability.

When a pipeline report is scheduled, EventWorks stores a snapshot each time it runs. The current report shows the difference between the live data and the last stored snapshot. This only works for scheduled reports with saved versions.

Yes. In the report configuration, you'll find 12 individual monthly target fields — one for each month in the 12-month window. Alternatively, tick Use Centralised Target to pull targets from your dashboard widget settings.

Pipeline reports may use weighted values (value × probability), exclude non-reportable events, and apply different status or date filters. Check the report's configuration to see which filters are active.

Yes. Every pipeline report has a Start month option that controls which month the 12-month grid begins from.

Related Articles

• Reports Overview
• Event Reports
• Financial Reports
• Staff and Team Reports
• Scheduling Reports