Financials
Revenue Sources Explained
Learn how ProductionPal picks the best revenue number — from quick estimates to confirmed orders to invoices.
One number, multiple sources
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 revenue priority chain
- 1Invoiced (highest priority)If you've created an invoice for this project, the invoice total is used. This is the final, locked-in number.
- 2Confirmed ordersNo invoice yet? If you have confirmed orders (accepted quotes), the total of all confirmed order lines is used.
- 3Manual estimateNo confirmed orders? The estimated revenue you entered on the project info (or that was auto-calculated from quote totals) is used.
Automatic upgrades
You don't need to do anything. As quotes get confirmed and invoices get created, the revenue number and its badge update automatically across the entire app — on the project page, the financials dashboard, and the projects list.
Example lifecycle
Revenue source through a project's lifecycle
| Stage | Revenue | Source |
|---|---|---|
| Project created, quick estimate entered | $5,000 | Manual Estimate |
| Quote sent to client for $8,200 | $5,000 | Manual Estimate (quote not yet accepted) |
| Client accepts the quote | $8,200 | Confirmed |
| Additional order confirmed for $1,500 | $9,700 | Confirmed |
| Invoice created and sent | $9,700 | Invoiced |
Company financials dashboard
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.