Why doesn't my Autotask won amount match the forecast?
The Autotask PSA help pages give 4 common reasons. The first to rule out: When a deal is marked won, its total revenue starts at the forecast amount and can be changed to the actual sale amount, so won revenue can differ from the forecast.
Is it broken, or just quiet?
A number can fall because fewer people came, or because something stopped counting them. Below are the causes the Autotask PSA help pages give, and how to check each one yourself.
What causes it?
When a deal is marked won, its total revenue starts at the forecast amount and can be changed to the actual sale amount, so won revenue can differ from the forecast.
In the Autotask PSA help:
Defaults to the forecasted amount for this opportunity. Update the total revenue amount to the actual amount of the sale, if necessary.
Closing opportunities you have won, read 2026-11-12.If an opportunity takes its amounts from the primary quote, its revenue follows that quote rather than amounts typed in by hand.
In the Autotask PSA help:
If checked, the Revenue and Cost fields are disabled and will be populated with the amounts and costs from the primary quote associated with this opportunity.
Adding and editing opportunities, read 2026-11-12.An opportunity set to use its quote's amounts before that quote exists shows zero until the quote is created.
In the Autotask PSA help:
You can select this field even if the quote does not exist yet (all values will be set to $0.00 and updated when the quote is created).
Adding and editing opportunities, read 2026-11-12.Total revenue on the forecast is worked out over the number of months set on the opportunity, so recurring amounts depend on that number.
In the Autotask PSA help:
The number of months that will be used to calculate the Total Revenue Amount, Total Cost, and Gross Profit on the Forecast insight.
Adding and editing opportunities, read 2026-11-12.
How do I check it myself?
Search your won opportunities and show the totals window, which adds up total and one-time revenue for every opportunity listed.
In the Autotask PSA help:
On the Opportunity search results page, you can display a window that sums the Total and Total One-Time Revenue amounts of all opportunities in the table.
Searching and managing opportunities, read 2026-11-12.Look at each revenue field on the deal, since its revenue can be split across one-time and recurring amounts.
In the Autotask PSA help:
The revenue is recorded in one or more of the following fields: One-Time Revenue, Monthly Revenue, Quarterly Revenue, Semi-Annual Revenue, and Yearly Revenue.
Adding and editing opportunities, read 2026-11-12.
How does Autotask PSA work with Feder?
- Connect Autotask PSA to Feder and it joins your Wins apps.
- When you connect Autotask PSA, Feder checks the connection straight away and shows Connected only when that check passes. If a reading cannot be taken later, Feder shows it as not read, never as zero.
Some numbers are too quiet to judge daily, such as a form filled in a few times a week. Until there is enough of your own history to judge a change, Feder says it is still learning and scores nothing, rather than guessing.
See whether you can trust the numbers in Autotask PSA, one of your Wins apps. Feder only reads. It never changes anything in Autotask PSA.
What else goes wrong with these numbers?
- Why did my Autotask won deal count drop?Autotask PSA
- Why is a won deal missing from my Autotask revenue?Autotask PSA
- Why did Google Analytics stop collecting data?Google Analytics
- Why aren't my key events showing in Google Analytics?Google Analytics
- Why does Google Analytics show (not set)?Google Analytics
See every question.
Where do these answers come from?
Every cause and check on this page comes from the Autotask PSA help pages, quoted above with the date we read them. Last reviewed 2026-11-12. We read them again by 2027-11-12. If one changes, this page changes or comes down.