Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Studio principals, directors, operations leads
Dashboard Explained
Forward revenue forecast by slice and by month, available as weighted or unweighted, and split by category (Gross / Internal / External / Expense).
How to use it
Use the Weighted view for realistic planning — it discounts proposal revenue by win probability. Use the Unweighted view to see the upper bound of what's possible if all proposals convert. Switch between Grs, Int, Ext, and Exp to separate true forecast revenue from the internal/external/expense budget breakdown before drawing conclusions. Drill from Slice into individual Project rows in the table to see which specific projects make up the forecast. If the forecast dips below target in months 3–6, that's the trigger to push BD activity now, not when the dip arrives. Pair this with Planning module's Capacity Planning for the full demand-vs-capacity picture.
Understanding your data
Key Fields | How it's Calculated |
Revenue Forecast by Slice | Forecast revenue amount, broken out by the selected Slice By dimension. Reflects the selected Grs/Int/Ext/Exp category and Unweighted/Weighted state |
Revenue Forecast by Slice per Month | Same measure, split by forecast month and by slice |
Slice × Month table | Same monthly figures in table form by slice, drillable by Slice → Project, with Total row/column |
Visuals
Revenue Forecast by Slice (bar, ranked)
Revenue Forecast by Slice per Month (stacked bar)
Slice × Month table (Slice → Project drill down)
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Project Manager: filter by Project Manager
Project Status: filter by Project Status
Project Type: filter by Project Type
Cost Centre: filter by Stage Cost Centre
Stage Manager: filter by Stage Manager
Stage Status: filter by Stage Status
Stage Fee Type: filter by Stage Fee Type
Project: filter to a specific project
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Grs / Int / Ext / Exp: Grs shows Gross Revenue forecast; Int / Ext / Exp show the Internal / External / Expense budget-based forecast breakdowns respectively. These are separate figures — Grs is not the sum of Int + Ext + Exp
Unweighted / Weighted: toggles whether the forecast amount shown is the raw figure or adjusted by probability