Business Revenue Free Template

Use Pipefy’s Business Revenue Template to track your budget and plan expanses. Keep your finances organized with automations, alerts, reports, and more.

Keep your business on track

To maintain the health of your business, it’s important to understand where your money is coming from and where it is going.

With our Business Revenue Template, you’ll be able to gain full visibility of all your payments’ statuses, from entering revenue to payments received.

Don’t miss another due date with Pipefy alerts. You can set them according to your business rules and automate notifications, making sure your team is always at pace.

Try Pipefy’s Business Revenue Template

Gather the all information you need

Track payments from start to finish and ensure your team gets all necessary information to start working right when a payment is made.

Automate manual tasks

Send emails, assign team members, and improve efficiency with Pipefy’s automations.

Monitor and improve with data

Extract real-time data to monitor your business’ health and enhance your process.

Collect everything in one place

Collect and organize payments with Pipefy’s Business Revenue Template. Count on resources such as forms and portals to gather all the information you need and create a seamless experience for your external and internal clients.

Adapt Pipefy’s forms as you wish and share them through a unique link on any channel, making it accessible to all your stakeholders.

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This template comes with a pre-defined structure that you can adapt at any time to fit your needs. Add and remove phases, change names, and set assignees for each phase.

Work better and faster

If you’re looking for a Business Revenue Template to improve your team’s efficiency, try Pipefy’s solution now.

This is a jumpstart on payment process standardization and streamlined communication with all parties involved. Also, quickly spot bottlenecks with clear visibility before they become risks.

Make the most of Pipefy’s resources, such as SLA alerts to track deadlines, labels to categorize priorities, automated emails to get in touch with stakeholders, and much more.

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Monitor your performance

This Business Revenue template comes with pre-defined dashboards, so you can analyze data without having to start from scratch. Use it to discover your team’s performance, and keep an eye on key metrics.

Improve your financial control with Pipefy’s Business Revenue Template. Try it for free for as long as you like.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.

No/low-code

Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

Finance and Purchasing Teams love Pipefy

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Pipefy gives us the control we need to ensure everyone abides by our rules and policies. It’s the best solution on the market if you want something you can customize to your needs to take control of your procurement process.

Mauricio Rizzi Customer Service and Procurement Manager

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