Generate Revenue Reports
Revenue Reporting Overview
Section titled “Revenue Reporting Overview”Monitor the performance of your revenue discovery efforts with comprehensive reporting on opportunities, win rates, and revenue attribution.
Accessing Revenue Reports
Section titled “Accessing Revenue Reports”- In the sidebar, expand Reports and click MSP Value Reports
- Select Revenue Analytics
- Select date range
- Choose report type
- Click the Generate Report button
- Click the Download button when ready
Available Reports
Section titled “Available Reports”Opportunity Pipeline Report
Section titled “Opportunity Pipeline Report”Shows:
- New opportunities discovered
- Opportunities in progress
- Won revenue this period
- Lost/deferred opportunities
- Current pipeline value
Win Rate Analysis
Section titled “Win Rate Analysis”Metrics:
- Overall close rate %
- Close rate by opportunity type
- Average sales cycle length
- Win rate by customer segment
- Conversion trends over time
Revenue Attribution
Section titled “Revenue Attribution”Tracks:
- MRR from LanternOps opportunities
- Revenue by opportunity source
- ROI on LanternOps investment
- Revenue per customer
Forecast Report
Section titled “Forecast Report”Predicts:
- Expected monthly revenue
- Pipeline weighted value
- Confidence-adjusted projections
- Quarter-end estimates
Report Customization
Section titled “Report Customization”Filter By:
- Date range
- Customer
- Opportunity type
- Sales rep
- Confidence score
Group By:
- Month
- Quarter
- Customer
- Service type
- Framework
Next Steps
Section titled “Next Steps”- Review Revenue Opportunities - See current pipeline
- Customize Opportunities - Adjust detection
- Contact Support - Get help