This article defines how Qondor calculates estimated numbers used in Insights and Project Ledger.
Estimated numbers are used for financial forecasting, and only products that are set to "paid by customer as offered" will be included.
All products created in the Offer module are automatically set to "paid by customer as offered".
Undecided products have the offer status "unsure" or not answered ("not set").
PENDING PROJECTS
Calculation:
(Total value of confirmed offer products from all offers on the project)
+
(Total value of undecided products (unsure and not set) on Main offer * Project stage from Project ledger)
+
(Estimated adjustments if added in the Project Ledger)
Deposit payments are not included.
Unpublished products are not included. However, if their offer status is Yes they will be included.
Products with a hidden price table are excluded.
This also applies to product in a group where the price table is hidden.
Real example from a project:
Total value of confirmed offer products: NOK 230 000
+
Total value of undecided products: NOK 40 000 * 40% = NOK 16 000
=
Estimated sales in this project is now: NOK 246 000
CONFIRMED PROJECTS
Calculation:
Total value of confirmed offer products from all offers on the project
+
Total value of undecided products (maybe and not answered) on Main offer * Office default product stage (set by your Office administrator)
+
Estimated adjustments if added in the Project Ledger
Deposit payments are not included.
Unpublished products are not included. However, if their offer status is Yes they will be included.
Products with a hidden price table are excluded.
Real example from a project:
Total value of confirmed offer products: NOK 230 000
+
Total value of undecided products: NOK 40 000 * 70% = NOK 28 000
=
Estimated sales in this project is now NOK 258 000
CANCELLED PROJECTS
Estimated sales and Estimated revenue will be set to Real sales and Real revenue for projects that are cancelled, allowing you to report on numbers on cancelled projects.