Live value of all open Orders not yet invoiced in Sage Intacct. The forward revenue book.
At a glance
Live dollar value of all Sage Intacct Orders that are open (not yet voided, not yet fully invoiced). The forward-looking revenue book that Operations and Finance use to plan fulfilment, billing capacity, and cash arrival. Every line carries the eight Intacct dimensions, so the same total can be cut by Department, Location, Project or Customer without re-querying.
Calculation
Calculated automatically from your Sage data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading.Worked example
A US digital-agency-services firm running Sage Intacct (single entity, USD). Project dimension is populated on every Order. Snapshot 14 Apr 26.
By Project dimension:
Five things to notice:
- $970K is the forward revenue book, not yet GL revenue but contractually the customer’s liability once delivery is complete. The agency’s CFO uses this as the leading indicator for the next 30 to 60 days of GL revenue.
- One project (PRJ-VEGA-2026) carries a third of open Orders. Concentration risk: if that project slips, 970K” and the concentration would be invisible.
- Pending Fulfilment is the biggest bucket. Healthy for a delivery-led services firm; the work is sold and the operations team is executing. If this bucket grows faster than Revenue Booked into GL over time, fulfilment is the bottleneck.
- Pending Approval ($86K) is internal friction. Nine Orders sitting in approval workflow longer than 48 hours typically means an approver is offline. The card surfaces this directly via the Open Orders Blocked sibling.
- **Last week’s Open Order Value was 90K growth in 7 days means new bookings are outpacing GL conversion. Combined with stable DSO, this is the picture of a healthy growing book; if DSO were spiking too, the growth would be cash-trapped.
Sibling cards merchants should reference together
Reconciling against the vendor’s own dashboard
Where to look in Sage Intacct:Reports → Order Entry → Sales Order Register Order Entry → List View → Filter: Open states Interactive Custom Report (ICR) against the Order Entry data sourceThe Sales Order Register (filtered to open states) is the closest native equivalent. Sum the Total column. The number should match this card to within a couple of dollars per entity. Why our number may legitimately differ from Sage Intacct’s reports:
Cross-connector reconciliation:
The Pending Invoicing slice of Revenue Gap vs Commerce corresponds to the Intacct Orders captured in this card that have not yet converted to Invoices.
Known limitations / merchant FAQs
What is a healthy Open Order Value relative to monthly revenue? Rule of thumb for B2B services: 0.8 to 1.5 months of revenue. Distributors and product businesses: 0.4 to 0.8 months. SaaS subscription businesses on Intacct Contracts: this card is less meaningful because contracted revenue lives in Deferred Revenue, not Open Orders. Should new Orders or repeat Orders dominate? Mix shift over time matters more than absolute. If new-customer Orders are growing share month over month, the firm is winning logos; if repeat-customer Orders dominate, the firm is in retention mode. Why does this card show drafts (In Progress)?
Default includes drafts because Intacct’s Order Entry treats them as committed forward revenue once Sales has entered them. Configurable per workspace; some Controllers prefer to exclude drafts and start the count at Pending Approval.
Multi-Entity Console behaviour?
Each entity contributes its open Orders, FX-translated to reporting currency. The breakdown view exposes per-entity totals; ideal for regional Operations Managers.
Project dimension drives Project-based services billing. How does this card behave?
Each Order is Project-tagged. Pivoting by Project shows forward revenue by deliverable. Combined with Intacct’s Project Accounting module, this view is the primary forward-revenue dashboard for digital agencies and consultancies on Intacct.
Does the card include Quotes?
No. Quotes are pre-Order in Intacct’s Order Entry workflow. Once converted to an Order they appear here. Quote-to-Order conversion rate is a separate KPI.
How does this compare to NetSuite’s Open SO Value?
Conceptually identical. NetSuite uses Pending Approval / Pending Fulfilment / Pending Billing states; Intacct uses In Progress / Pending Approval / Pending Fulfilment / Partial Fulfilment. The state semantics map cleanly.
My Implementation Partner says I should track this daily. Why?
Because the lag from Order to Invoice is the working-capital problem. If Open Order Value is climbing while Revenue Booked into GL is flat, fulfilment or billing is the bottleneck. Daily visibility catches this within a week; monthly would catch it after 30 days.
How does Intacct REST API freshness affect this card?
The card refreshes every 5 to 15 minutes. For real-time intraday checks (e.g. month-end fulfilment chase), the native Intacct Order Entry list is always live; the card is the trend layer.