Every deal in Productive is made up of services that define what you’re selling, how much it’s worth, and the effort required to deliver it.
Once services are in place, the Overview section gives you a financial and operational snapshot of the entire deal — before it’s won. The Overview combines three key insights:
Revenue – shows deal value and expected revenue based on probability, distributed according to the deal’s projected revenue distribution settings.
Time – compares sold, estimated, and scheduled delivery time.
Cost – tracks real and planned internal cost tied to pursuing the deal.
You can view these values cumulatively or per reporting period, and adjust what you see using filters in the upper-left corner.
The Overview also includes forecasting charts, which you can expand or collapse. These charts help you compare potential earnings with the cost of pursuing the deal.
👉 See Forecasting and Profitability Charts in Deals.
User Permissions
The information shown in the Overview, including charts and the Revenue, Time, and Cost sections, depends on each user’s permission level:
Profitability Managers and Admins – have full visibility into all charts, revenue details, time insights, and all cost and profitability data.
Managers – can see the deal value, expected and projected revenue, plus budgeted, estimated, and scheduled time. They don’t have access to cost or profitability information.
Staff and Coordinators – don’t have access to deals.
You can also create custom permission sets to grant access to specific financial information when needed.
1) Revenue
The Revenue section helps you understand the financial potential of a deal, both at its current probability and once fully won. It includes three values:
1) Deal value
The full amount you expect to charge if the deal is won. This equals the total budgeted amount from all services included in the deal.
2) Projected revenue
Expected revenue based on the deal’s current win probability, calculated as: Deal value × probability.
📌 Values are distributed across periods according to the projected revenue distribution settings (Even or Custom). Both per-period and cumulative views reflect this distribution.
3) Total expected revenue
Projected revenue at 100% probability. Shows the full value of the deal once won, which is equal to the total budget from all services.
📌 Like projected revenue, this respects the distribution settings, so per-period and cumulative views show the revenue spread across the selected time range.
2) Time
The Time section shows how much effort the deal requires and how much of it is already planned:
1) Budgeted time
How many hours you are selling. Derived from hours added to services in the deal.
2) Estimated time
How long you expect delivery to take. Based on estimates added to services (may differ from sold hours, especially for fixed-priced services).
3) Scheduled time
How much time is already planned in the Resource Planner. Includes both confirmed and tentative bookings.
3) Cost
The Cost section shows internal labor and expense investment tied to the deal, which is useful even before the deal is won:
1) Time entry cost
Internal cost of hours logged toward this deal, calculated using each person’s cost rate.
2) Expense cost
Non-labor costs associated with the deal, including third-party services, travel, materials, and other expenses logged.
3) Scheduled cost
Per period – Cost of future scheduled hours for the selected reporting period, based on Resource Planner bookings.
Cumulative – Total planned cost across all future bookings.
Period and Cumulative Views
All values in the Revenue, Time, and Cost boxes can be shown in two modes:
Cumulative (default) – Shows totals up to a selected point in time. Useful for understanding long-term trends.
Per-period – Shows values for a single reporting period (month, week, etc.) for detailed, period-by-period review.
📌 You can choose the reporting granularity (Year, Quarter, Month, Week, Fiscal Year, or Fiscal Quarter) and select the exact period (e.g., Month 2, Quarter Q1). Both the boxes and the charts update automatically.
📌 Both the forecasting charts (if enabled) and the values in the boxes update to reflect the selected period.
Forecasting Charts
Deals also include forecasting charts that help you understand and visualize:
The total value of the deal
Expected revenue by period (based on probability and distribution settings)
Internal costs invested so far (labor + expenses)
Planned future internal cost based on the bookings in the Resource Planner
📌 Revenue bars in the chart align with the projected revenue distribution, so both per-period and cumulative views match the values in the Revenue section below.
👉 For a detailed guide on chart elements and settings, see Forecasting and Profitability Charts in Deals.
