Track workloads and future revenues with the Planned work chart

Let's assume you have a sales pipeline board that tracks leads and open opportunities. On that board, you have assigned each item an estimated Deal value and an estimated Close date.

While the example board above is from monday.com, you can have this data in any of the tools we support. You can structure your board any way you want as long as the key information is present:

• Deal name

• Deal value

• Estimated close date

The Planned work chart shows the work with a planned duration. That means a task must have a set date (e.g. due date, close date, or completion date) to be included in this chart.

Once you have imported the board as a data source to Screenful, you can go to the Charts tab and create a Planned work chart from the template. Here's an example chart:

In this example, the chart is grouped by Week, and the bar segment is Salesperson. The chart displays the estimated weekly revenue for each salesperson. The leftmost bar is the current week. The bars to the right are the future weeks.

You can aggregate data from multiple boards and segment the chart by any property, such as client, department, or product. The chart will automatically adjust when dates or deal values are updated, always reflecting your current plan.

When you adjust the data in your board, the changes will be reflected in the chart after the next data sync, which runs automatically once per hour. You can trigger the sync manually from the main menu.