Compare the same records, period and filters before interpreting totals.
Access and filters
Owner and Manager can view reports. Choose the period and available filters before comparing with the dashboard. Only the Owner can export data, subject to the plan’s export entitlement.
Keep value and money received separate
Booked value is the estimated value of scheduled work. A booking does not mean the work is completed or paid.
Won value is an estimated outcome recorded for a lead. Completed work is tracked separately through booking status. Neither proves that payment was collected. Use your accounting records to confirm collected revenue.
Value at risk and lost value are estimates for opportunities, not invoices, debt or guaranteed future revenue. Compare the same period and filters before comparing totals.
Investigate a difference
Check record dates, statuses, cancelled or reopened work, and whether fictional examples are excluded. A CSV reflects the export you requested at that time; later changes may alter the screen totals. Do not treat an estimated total as collected cash.
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