Revenue Forecast
Weighted pipeline against target for the current quarter, and what it takes to close the gap.
Forecast vs target
Current quarter
Weighted forecast
£335,000
Target
£340,000
Gap to target
£5,000
Target
Committed £212,000Weighted £335,000Best case £475,000
The weighted forecast is at 99% of target.
What needs to happen to hit target
Targets converted into required activity
Consultations to book
8 more19 of 27 consults so far this quarter
Quotes to send
13 more31 of 44 quotes so far this quarter
Follow-ups due this week
38 more0 of 38 follow-ups so far this quarter
Reactivation calls to make
13 more12 of 25 calls so far this quarter
Expected fees by practice area
Committed, weighted and best-case fees for the quarter
Top 20 opportunities by value
The deals that move the forecast most — with risk flags
| Opportunity | Practice area | Stage | Owner | Value | Prob. | Weighted | Risk |
|---|---|---|---|---|---|---|---|
| Bethan DoyleO-3308 | Conveyancing | New enquiry | TW | £9,984 | 55% | £5,491 | On track |
| Peter QuennellO-3316 | Lifetime Planning | Closed | JM | £9,968 | 22% | £2,193 | On track |
| Linda CarringtonO-3324 | Family Law | Triage call needed | GO | £9,952 | 30% | £2,986 | Watch |
| Emma PrescottO-3332 | Conveyancing | Exchanged | PS | £9,936 | 80% | £7,949 | Watch |
| Richard BradleyO-3340 | Lifetime Planning | Closed | EC | £9,920 | 90% | £8,928 | On track |
| Isla OttwayO-3348 | Family Law | Triage call needed | TW | £9,904 | 55% | £5,447 | Watch |
| Angela AshworthO-3356 | Conveyancing | ID & AML pending | JM | £9,888 | 22% | £2,175 | On track |
| Paul NaylorO-3364 | Lifetime Planning | Closed | GO | £9,872 | 30% | £2,962 | On track |
| Oliver ChadwickO-3372 | Family Law | Triage call needed | PS | £9,856 | 80% | £7,885 | At risk |
| Oliver BeaumontO-3307 | Dispute Resolution | Proposal sent | PS | £8,861 | 70% | £6,203 | Watch |
| Rachel LomaxO-3315 | Crime | Assessment | EC | £8,845 | 35% | £3,096 | Watch |
| David AmbroseO-3323 | Probate & Estate Administration | New enquiry | TW | £8,829 | 45% | £3,973 | On track |
| Neil KingsleyO-3331 | Dispute Resolution | Proposal sent | JM | £8,813 | 15% | £1,322 | Watch |
| Patricia YardleyO-3339 | Crime | New enquiry | GO | £8,797 | 58% | £5,102 | At risk |
| Bethan JefferiesO-3347 | Probate & Estate Administration | New enquiry | PS | £8,781 | 70% | £6,147 | Watch |
| Peter WetherbyO-3355 | Dispute Resolution | Proposal sent | EC | £8,765 | 35% | £3,068 | On track |
| Linda IngramO-3363 | Crime | Closed | TW | £8,749 | 45% | £3,937 | Watch |
| Emma VanceO-3371 | Probate & Estate Administration | New enquiry | JM | £8,733 | 15% | £1,310 | Watch |
| Richard HollingsworthO-3379 | Dispute Resolution | Proposal sent | GO | £8,717 | 58% | £5,056 | Watch |
| Emma UnderwoodO-3306 | Family Law | Closed | JM | £7,738 | 85% | £6,577 | At risk |