Financials
What Do the Financial Badges Mean?
A quick guide to the colored badges (Actual, Partial Actual, Estimate, etc.) you see next to financial numbers.
Overview
Throughout ProductionPal you'll see small colored badges next to revenue and cost numbers. These badges tell you where the number comes from — so you always know how reliable it is at a glance.
Revenue badges
| Badge | Meaning | When it appears |
|---|---|---|
| Invoiced | Revenue comes from a finalized invoice. | An invoice has been created for this project. |
| Confirmed | Revenue comes from confirmed (accepted) orders. | One or more quotes have been accepted but no invoice exists yet. |
| Manual Estimate | Revenue is a manual estimate entered on the project. | No confirmed orders or invoices exist. |
Cost badges
| Badge | Meaning | When it appears |
|---|---|---|
| Actual | Every cost line has a real actual amount entered. | All expense and labor lines have actuals filled in. |
| Partial Actual | Some cost lines have actuals, others still use estimates. | At least one line has an actual, but not all of them. |
| Budget Estimate | All costs are estimates from the budget. | Budget lines exist but no actual amounts have been entered. |
| Quick Estimate | Using the rough cost estimate from the project info. | No budget lines exist at all — only the quick estimate field. |
Colors at a glance
Green = finalized / actual
Blue = confirmed / committed
Amber = mixed / in progress
Gray = estimated / preliminary
Revenue and costs are independent
It's completely normal to see different badges for revenue and costs on the same project. For example, Confirmed revenue with Partial Actual costs just means your orders are locked in but you're still waiting for some invoices from vendors.