Revenue Sources Explained

Your project's displayed revenue comes from a priority chain. ProductionPal always picks the most reliable number available, upgrading automatically as your project progresses.

The chain works per order, not per project. Each order contributes its single best-known number, and those are added together. So a project with one confirmed order and one open quote shows the sum of both.

1. 1
   Invoiced (highest priority)

   Once an invoice covers an order, that order contributes its invoice total. This is the final, locked-in number.
2. 2
   Confirmed orders

   Not invoiced yet? A confirmed order (an accepted quote) contributes the total of its confirmed lines.
3. 3
   Open quotes

   Still just a quote? An order that hasn't been accepted yet contributes its latest quote total. A real quote is grounded in priced lines, so it's a better number than a rough estimate — even when it's a smaller figure. When an order has several quote versions, the most recent one is used — the same version that gets accepted by default when you confirm the order, so the number doesn't change as a quote becomes a confirmed order.
4. 4
   Manual estimate

   No orders at all? The estimated revenue you entered on the project info is used as the fallback.

Sometimes the automatic pick isn't the story you want to tell. Maybe a small first order is confirmed but you know much bigger ones are still coming, so your manual estimate is the more honest number. Click the source badge next to revenue to pin a specific source:

• Manual Estimate — always show your own number
• Quote — show the open-quote pipeline only
• Orders — show confirmed/invoiced work only, ignoring open quotes

A pinned source falls back to automatic if it ever has nothing to show, and you can reset to Auto at any time. The badge tells you what automatic would otherwise pick.

A pin is meant to hold a number that's ahead of where the project is right now — like keeping your manual estimate up while quotes are still going out. So a pin only holds against changes at the same stage. The moment the project genuinely advances to a higher stage, the pin steps aside and revenue snaps back to Auto so the headline number can't go stale.

Concretely: if you've pinned the Manual Estimate while a quote is open, sending more quotes won't disturb it — but as soon as an order is confirmed, the pin releases. When that happens you'll get a short heads-up explaining the new stage and its amount, with the choice to keep Auto or re-pin your estimate (which then holds again until the next real advance).

On the company-wide financials page, each project contributes its best available revenue number independently. You might see:

• Project A with Invoiced revenue
• Project B with Confirmed revenue
• Project C with Manual Estimate revenue

The group totals sum all of these together. The badge on each row tells you how reliable that number is.