Understand how much revenue is scheduled to come in — and when. Potential Revenue shows you the total value of invoiceable work on the calendar, helping your team plan smarter, fill gaps, and stay aligned across sales and operations.
💡 Business Use Case
Potential Revenue answers the key question:
“How much revenue is on the table based on what we’ve planned to do?”
Use this KPI to:
Forecast Cash Flow
Get a clear picture of upcoming revenue from invoiceable work (excluding taxes and level billing). This helps you make near-term financial decisions with more confidence.Improve Scheduling Efficiency
Combine Potential Revenue with Budgeted Hours to understand revenue-per-hour or revenue-per-crew-day. This can help prioritize jobs, optimize routes, and deploy teams effectively.Proactively Fill Gaps
If Potential Revenue looks low for "Tomorrow" or "This Week," it’s a prompt to upsell services, shift jobs, or fill scheduling gaps to hit revenue goals.Align Sales & Operations
Sales teams see what’s already booked; ops teams plan how to deliver it. Everyone works from the same forward-looking data.
This metric is most valuable when viewed across different timeframes — giving both tactical (today/tomorrow) and strategic (weekly) insight.
🧠 Tooltip Definition
"The total value of invoiceable line items from visits in the selected time period, excluding taxes and items associated with level billing agreements.”
This means:
Level billing line items tied to visits in level billing contracts are excluded.
Non-invoiceable line items are also excluded.
📆 Sections Breakdown
1. Today
Calculates the total value of invoiceable line items scheduled for today, excluding:
Taxes
Line items associated with level billing agreements
Line items on non-invoiceable visits
Displays the total Budgeted Hours scheduled for today (no exclusions)
2. Tomorrow
Calculates the total value of invoiceable line items scheduled for tomorrow, excluding:
Taxes
Line items associated with level billing agreements
Line items on non-invoiceable visits
Displays the total Budgeted Hours scheduled for tomorrow (no exclusions)
3. This Week
Calculates the total value of invoiceable line items scheduled for the current calendar week, excluding:
Taxes
Line items associated with level billing agreements
Line items on non-invoiceable visits
Displays the total Budgeted Hours for the week (no exclusions)
📝 Notes
All calculations respect your account's timezone settings.
Budgeted Hours are shown alongside Potential Revenue to help you evaluate effort vs. income.
This KPI does not include invoices from level billing agreements, as those are managed separately.