The Monthly Billing & Pending reports provide a detailed view of actual billing alongside pending dollars for up to three months. These reports display adjusted pending values, budgets, and year-over-year comparisons, helping you evaluate current progress and future revenue potential.
Using these reports allows you to track how much has been billed, what is still pending, and how performance compares to budgets and last year’s results. They help sellers monitor progress toward goals, and managers use them to assess pipeline health and revenue forecasting.
