Lead reports
Two pipeline reports help you look ahead: one for staffing and one for revenue. Both live on the Pipeline page.
Leads Capacity Report
Section titled “Leads Capacity Report”Access it from Pipeline → Capacity. It forecasts whether your team has the capacity to take on the leads you’re pursuing.
- Forecast chart — compares projected staffing (existing projects) and lead hours against available team capacity, month by month, for the roles and time frame you select.
- Lead selection table — lists open leads that have a budget/plan. Select leads to include them in the forecast. Each carries a win probability (%) — Monograph sets a default per lead — so the forecast stays realistic.
- Recommendations — the panel pinpoints which roles exceed capacity and by how much, and suggests fixes like shifting lead start dates to balance resourcing while protecting early revenue.
Leads Revenue Forecast Report
Section titled “Leads Revenue Forecast Report”Access it from Pipeline → Revenue (or Forecast). It projects how future projects and leads would affect your estimated revenue, so you can see how much upside your pipeline represents on top of existing work.
Next steps
Section titled “Next steps”PipelineWhere both reports live.
Lead budgetsThe budgets that power these forecasts.
Staffing & resourcingPlan capacity for won work.