Where do I go to enter real revenue numbers into my Bizplan plan? What steps do I follow to record actual revenue data in Bizplan? How can I input actual revenue figures in Bizplan?
The Actuals tab allows you to track and compare real-world performance against your financial forecasts. You can manually enter actual revenue, cost of sales, and more on a monthly basis to help gauge how your business is performing.
Steps to Enter Actuals in the Revenue Section
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Navigate to the Actuals Tab
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Log in to your Bizplan account and access the Finance section.
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Click on the Revenue tab, then select the Actuals sub-tab at the top of the screen.
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Enter a Revenue Stream
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In the Revenue section, click into the New Revenue field.
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Type in the name of the actual revenue stream you want to record.
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Add Monthly Values
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Once the revenue stream is added, enter the actual revenue numbers for each month directly into the corresponding cells.
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You can input data for all applicable months in the current year (displayed at the top).
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Repeat for Cost of Sales (if applicable)
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Scroll down to the Cost of Sales section and click New Cost Of Sales if you'd like to enter actual expenses tied to your revenue stream.
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Enter the values for each month similarly.
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Review Calculated Metrics
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The system will automatically calculate key metrics like:
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Planned vs. Actual Deviation
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Actual Gross Profit
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Actual Gross Margin
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These fields will update in real time as you enter your actual data.
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Notes
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The Actuals tab is used to compare real performance against what was projected in your business plan.
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Make sure to save your data after entry by navigating away or continuing updates in other sections — changes are saved automatically.