Edition: Business + Insights Pro Add-on, Enterprise, 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 office and month, available as weighted or unweighted. Forecast Analysis gives leadership a forward view of the studio's revenue pipeline so that hiring decisions, capacity planning and cash expectations can be set before the work actually arrives.
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. If the forecast dips below target in months 3–6, that's the trigger to push business development activity now, not when the dip arrives. Pair this with the Planning module's Capacity Planning for the full demand-vs-capacity picture.
Understanding your data
Key Fields | How it's Calculated |
Unweighted Forecast | Sum of all revenue forecast amounts entered against open project stages for the selected forward period, without any probability weighting applied. Represents the maximum possible revenue if all staged work proceeds |
Weighted Forecast | Each stage's forecast amount multiplied by the probability weighting % set on that stage (typically set on proposal stages). Gives a probability-adjusted view of expected revenue |
Forecast by Month | Revenue forecast amounts distributed across months based on each stage's start and end date. The forecast is spread evenly across the stage duration |
Office Forecast Contribution | Each office's total forecast amount as a proportion of the firm-wide forecast for the period |
Stage Start / End Date | Defines the window over which each stage's forecast amount is distributed across months. Accurate dates are required for the forecast to fall in the correct period |
Filters
Period: Date range selector covering the forecast window
Office: Filter to one or more offices
Weighted / Unweighted: Toggle to apply or remove probability weighting to proposals