Revenue & reports

Not a place to stare at numbers, but to make the next decision. It starts with what’s missing to hit this month’s goal.

The revenue screen isn’t a place to pile up scattered numbers — it tells you what to do right now. Every figure is computed straight from the contacts, deals, campaigns, bookings and tasks already in botn; the only number you enter is a single monthly goal.

First time — set your monthly goal

1. Open More → Revenue at the top.
2. If you haven’t set one yet, type an amount into the ‘Set this month’s revenue goal’ card and tap Set.
3. Once set, the headline switches to ‘short of goal’ or ‘goal reached’, and a radial gauge shows your attainment.
4. To change it, tap Reset goal below the gauge and enter a new number.

The goal is stored on this device and becomes the basis for the annual (goal × 12), quarterly (goal × 3) and monthly attainment cards.

Goal headline

Set a monthly goal and botn shows how much more you need to create, and recommends the next move for your biggest bottleneck.

The top of the revenue screen shows key metrics — contacts, open deals, open tasks — as a dashboard, so numbers and the next move sit on one screen.

The ‘next move’ card applies simple rules to the funnel ratios and points at the weakest stage. For example, if bookings are under 40% of replies it flags ‘replies are good, bookings are low’ and offers buttons to open the booking page and view responders.

Key metrics — revenue breakdown

It breaks total revenue into one line — average deal value × number of leads × win rate — and shows the average time per lead (days from creation to close for won deals) alongside.

• Total revenue — sum of actual/expected amounts on won deals
• Avg deal value (ACV) — average contract value of won deals
• Win rate — won ÷ (won + lost) among closed deals

Use the year arrows at the top-right to view other years.

Total revenue — annual, quarter, month

Three cards — annual, quarter and month — compare achieved vs. target amount and the attainment percentage at a glance. Below them, the revenue chart overlays monthly achieved revenue (blue line) on the goal line (orange dashes) for the selected year.

Dashboard cards

• Deal performance — a win-rate gauge, average contract value (ACV), and open deals broken down by stage. Pipeline It aggregates the deal data from your Pipeline.
• Contact status mix — groups all contacts by status into a donut chart. Contacts Based on your contacts.
• Revenue by product/service — shows revenue share by the product/service linked to each deal. Offerings Link offerings to deals for accuracy.
• All-campaign funnel — reach at each stage — sent → replied → booked → quoted → closed — with reply and close rates.
• Activity — open tasks, active campaigns and upcoming bookings, each linking straight to Tasks·Campaigns·Bookings respectively.

What you’ll see

• Revenue — won revenue, weighted pipeline
• Funnel — sent→reply→book→quote→win conversion (find the bottleneck)
• Status mix · activity (campaign response, action completion, booking trend)

Sales efficiency, time per stage, team

Lower on the screen are three month-level analyses. Use the month arrows to change the period.

• Sales efficiency — shows how far deals created in that month reached through each stage, with conversion percentages relative to the first stage.
• Time per stage — compares the selected month with the previous two, listing the average days for each stage transition (e.g. lead → booked). This table is computed on the server from your deal stage-change history.
• Team performance — sums deals won in the month by owner, then splits each owner’s revenue by product/service. Useful when you run botn as a team.

Practical tips

• Checking just the ‘next move’ card once a week is enough to decide what to fix that week.
• For an accurate product/service split, link each deal to an offering offering.
• If team performance lumps into ‘Unassigned’, assign an owner to each deal to separate it.
• If time-per-stage is empty, there aren’t enough stage-change records yet. Move deals through stages and data builds from next month.