Revenue Prediction Summary
Revenue prediction summaries show how much upcoming revenue is associated with accounts that FunnelStory expects to retain, churn, or keep neutral, so teams can quickly size renewal risk and expected revenue from the Accounts view.
Revenue summary cards
The Accounts view shows three revenue cards:
| Card | What it means |
|---|---|
| Worth Licenses Expiring | Total contract value in the selected renewal period. This is not prediction-based. |
| Expected Revenue | Revenue from accounts predicted Retention. |
| At Churn Risk | Revenue from accounts predicted Churn. |
Account list filters, such as audience, owner, renewal period, stage, and segment, apply to which accounts are included in these totals.
Rules
Only accounts with a Retention or Churn prediction count toward Expected Revenue or At Churn Risk. Neutral accounts, or accounts without a prediction yet, are excluded from those two cards even if they have revenue.
For each account, FunnelStory uses the best available revenue value: aggregate amount when present, otherwise the account's direct amount.
| Prediction | Revenue | Contribution |
|---|---|---|
| Retention | $100K | Adds $100K to Expected Revenue |
| Churn | $40K | Adds $40K to At Churn Risk |
| Neutral | $25K | Excluded from Expected Revenue and At Churn Risk |
| No prediction yet | $10K | Excluded from Expected Revenue and At Churn Risk |
Account hierarchy
In workspaces without parent-child hierarchy, each account is evaluated on its own prediction and revenue.
In workspaces with parent-child hierarchy, if the parent has its own amount, FunnelStory uses it. If the parent amount is empty, FunnelStory rolls up child amounts and uses that rolled-up value for the parent.