Analysis / Revenue reconciliation
Find closed deals that have not been invoiced
Use Proforma to find closed deals that have not been invoiced. Produce unbilled-deal exception table and billing-timing explanation from your business data.
Finance lead · Revenue operations manager
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Your starting prompt.
Compare closed-won deals with issued invoices for [period]. Use deal references and contract billing dates to identify deals that should already have an invoice. Separate genuine missing invoices from future installments, credits and timing differences. Show the expected billing amount, supporting contract term and accountable owner for each exception. Prepare a review list without creating or sending invoices.
Copy this starting point, then replace the placeholders with your own inputs.
Method and review
Keep the assumptions visible.
Agree on identifiers, currency, periods and account mappings before comparing totals. Keep unmatched records and timing differences visible instead of forcing a match.
For this task, check
A closed deal is billable only when its contract billing milestone has been reached.
Before you begin
- Uploaded exports or permitted Data covering the listed inputs
Work with permitted files or queryable data. Verify the result against the original records.
Synthetic illustrative example
See the method in practice.
Synthetic input. Illustrative output checked locally; this is not a live Proforma run or customer result. Review date 30 September 2026; terms describe when an invoice should exist.
These invented records explain the method. They are not a recorded Proforma run.
| Deal | Contract USD | Invoice due | Issued USD |
|---|---|---|---|
| D-1 | 1200 | 1 Sep; full amount | 0 |
| D-2 | 2000 | 15 Oct; full amount | 0 |
| D-3 | 1000 | 500 now; 500 in Oct | 500 |
| Deal | Expected now | Gap | Review |
|---|---|---|---|
| D-1 | $1,200 | $1,200 | Missing invoice; owner review |
| D-2 | $0 | $0 | Future billing date |
| D-3 | $500 | $0 | Current installment covered |
Method
Apply each supplied billing term at the review date, then subtract issued invoices carrying that deal reference. Future installments are excluded from the current expected amount.
What the result tells you
Only D-1 is currently unbilled under these terms. D-2 and the second D-3 installment are timing differences. This review creates no invoices and confirms no collection.
Take the next step
Make it your investigation.
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