---
title: "Sales Insights"
description: "Sales Insights is the central analysis tool for evaluating, structuring and forecasting your sales."
---
With **Sales Insights** (*Turnover Insights*) you analyze the composition and development of your revenue structure. You can see **where sales come from**, **how they develop over time** and **which projects** contribute the most.

![Illustration](/images/help-center/insights/sales-insights-01.png)

The analysis can be carried out **for individual projects** as well as **across projects**. This lets you examine the revenue distribution in detail – for example by **revenue type**, **project** or **time period**. The module supports you with **planning, controlling and forecasting** and helps you spot trends early.

This area uses the data from the [Billing](/billing/billing-in-project-based-services) section.

---

## Page layout

- **Left column:** Configuration (projects, period, model, breakdown, forecast)
- **Right column:** Result chart with legend, tooltip, export and saved presets

## Configuration (left column)

### Select projects

![Illustration](/images/help-center/insights/sales-insights-02.png)

- Choose one or more **internal or external projects**.
- At the top you'll find the **Select All** checkbox, which activates all external projects at once.

### Set time period

![Illustration](/images/help-center/insights/sales-insights-03.png)

- Define a **start date** (required) and, optionally, an **end date**.
- If you don't set an end date, the **current date** is used as the end time.

### Choose model

![Illustration](/images/help-center/insights/sales-insights-04.png)

- **Comparison:** Displays multiple projects side by side – for example ten projects per month in a direct comparison.
- **Total:** Aggregates and **stacks** the revenue of all selected projects into total bars.

### Break down by

![Illustration](/images/help-center/insights/sales-insights-05.png)

- **By Project:** Shows how much each project contributes to revenue.
- **By Revenue Type:** Splits revenue by type (support, subscriptions, products, etc.).

### Include Trend

![Illustration](/images/help-center/insights/sales-insights-06.png)

- **Off:** Actual values only.
- **On:** Activates the **forecast view** – visible as an additional block on the right side of the chart.

**How the trend calculation works:**

The trend line is based on historical data and automatically takes into account:

- **subscription contracts** (e.g. ongoing monthly subscriptions with a fixed fee),
- **average support revenue** over the last few months,
- and **planned project deadlines** together with their expected revenue.

This produces a **graphical projection of future revenue development** based on your history so far.

### Generate Chart

Creates or updates the chart with the selected settings.

---

## Chart (right column)

### Presentation

- **Bar chart per month** or per selected period.
- **Stacked or side by side**, depending on the model (*Total* or *Comparison*).
- The tooltip shows the monthly value, breakdown and total.

### Terms & revenue types (legend)

In the charts, the different revenue types are shown as colored series:

- **Support** – billed support services
- **Fixed Subscriptions** – fixed subscription fees
- **Variable Subscriptions** – consumption-based subscription fees
- **Express Quotations** – express quotes created directly from tickets
- **Products** – product sales from the catalog
- **Components** – revenue from project components
- **Manual Positions** – manually recorded revenue items

### Interactions

- **Hover:** Shows details about revenue types and totals in the tooltip.
- **Click on the legend:** Shows or hides individual series.
- **Scroll & Zoom:** Longer time periods can be browsed interactively.

## Presets & Export

![Illustration](/images/help-center/insights/sales-insights-07.png)

- **Save as preset:** Save the current view to reuse it later – for example on the dashboard.
- **Update preset:** Overwrite an existing preset.
- **Export:** Download the data as a file (e.g. CSV or Excel).

The saved charts can be displayed on the [Dashboard](/dashboard).

---

## Typical questions & settings

| **Question** | **Model** | **Break down by** | **Period / parameters** | **Additional option** |
| --- | --- | --- | --- | --- |
| **Revenue development over time**“How has our revenue developed since the beginning of the year – by revenue type?” | Total | By Revenue Type | Start Date: 01/01/YYYY | Include Trend: On *(for preview)* |
| **Projects with the highest revenue**“Which projects deliver the highest revenue in period X?” | Total | By Project | Start/End Date | – |
| **Comparing projects over time**“How do projects differ month over month?” | Comparison | By Project | e.g. last quarter | – |
| **Future forecast based on current trends**“What will the rest of the annual revenue look like if the trend continues?” | Total | By Revenue Type | – | Include Trend: On |