Track revenue

Where revenue comes from

Superpractice does not treat a contact's case-value field as closed revenue. Revenue reporting comes from matters.

For each matter, Superpractice calculates value in this order:

1. If the matter has service line items, add price × quantity for every line item.
2. If it has no line items, use the matter's Estimated Value.
3. If neither has a positive amount, the matter contributes $0.

Record expected pipeline value

Use this process while an engagement is still open:

1. Open Matters.
2. Create or open the matter.
3. Keep the matter in New, Qualified, or Engagement Sent.
4. Enter the best current Estimated Value, or add priced services under Services.
5. Update the value when the proposed scope changes.
6. Set an expected close date if your firm uses forecast reporting.

Open matters contribute to pipeline and forecast reporting. They do not become closed revenue until the matter is retained.

Record a retained matter

1. Open the matter.
2. Confirm the services, quantities, prices, or estimated value.
3. Move the stage to Retained.
4. Confirm the Close Date is the date the firm actually won the engagement.
5. Confirm the contact changed to Converted.
6. Open a revenue report for the same period and verify the matter is included.

When an existing matter is moved to Retained, Superpractice fills today's date if the close date is empty. You can change it to the actual retained date.

Where to review revenue

Use the reporting view that matches the question you are answering:

• Dashboard — current operating and performance summary.
• Matters — individual matter values and the current pipeline total.
• Grow > Sales Intelligence > Revenue — retained revenue, goals, trends, and performance by time period.
• Grow attribution reports — revenue connected to marketing sources, campaigns, practice areas, and services.

Date filters matter. Closed-revenue reports include matters in the Retained stage and group them by Close Date, not by the contact-created or matter-created date.

Correct a number that looks wrong

1. Open the underlying matter from the report or the Matters page.
2. Confirm the stage is Retained for closed revenue, or an open stage for pipeline.
3. Confirm the close date falls inside the report's selected period.
4. Check whether the matter has service line items.
5. If line items exist, correct each price and quantity.
6. If there are no line items, correct Estimated Value.
7. Refresh the report and confirm the selected date range and filters.

Common causes of an unexpected number:

Configure revenue goals

1. Open Settings > Sales Intelligence.
2. Set the firm's annual revenue goal.
3. Add quarterly or monthly overrides when the target is not distributed evenly.
4. Add individual representative targets when the firm reports by owner.
5. Review stage probabilities used for forecasting.
6. Set the stalled-opportunity threshold used to flag aging pipeline.
7. Return to Sales Intelligence and compare actual and forecast performance with the targets.

Goals do not change actual revenue. They provide a benchmark for reporting and forecasting.

Actual revenue vs. lifetime value

These measures answer different questions:

• Actual retained revenue is the value on retained matters in a selected close-date period.
• Lifetime value (LTV) is a planning estimate for what a client or service group may be worth over time.

Configure LTV assumptions under Settings > Data Model. Review and, when needed, override the value for each service group. An LTV setting does not rewrite historical matter value.

Revenue data hygiene

• Use one matter for each distinct engagement.
• Mark unsuccessful opportunities Lost instead of deleting them.
• Keep service line items accurate when reporting by service or practice area matters.
• Use the actual retained date as the close date.
• Do not put a retained matter in Retained merely to improve a forecast.
• Test one record after changing a CRM, webhook, service, or stage mapping.

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