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: Principals, finance team, directors
Dashboard Explained
Forward revenue forecast by project, PM and office for the next 3–12 months. Projects Forecast converts the resourcing and project data in Total Synergy into a forward revenue view — used to manage cash flow expectations and set monthly billing targets.
How to use it
Review Projects Forecast monthly to validate that forward revenue is sufficient to meet firm targets. If the next 3 months of forecast is below target, identify which projects have unset or low forecasts and follow up with PMs to update them. If forecast accuracy for prior periods is consistently below 80%, the forecast discipline needs attention — use Forecast Accuracy in the Planning module for a more detailed view of this pattern.
Understanding your data
Key Fields | How it's Calculated |
Forecast Revenue (Monthly) | Revenue forecast entered on each project stage for each forward month. Set by PMs in Total Synergy and represents the planned billing for that stage in that period |
Cumulative Forecast | Running total of monthly forecast amounts from the current date forward, by project and stage |
Actual vs Forecast Variance | For completed months: invoiced revenue minus forecast revenue. A negative value means less was billed than planned |
Fee Remaining | Agreed fee minus invoiced revenue to date. The maximum amount still available to invoice on each stage — the upper bound for forward forecast |
Forecast Accuracy % | For prior periods: actual invoiced revenue as a percentage of the forecast set for that period. Measures how accurately PMs are predicting billing |
Filters
Period: Forward date range
Office: Filter to one or more offices
Project Manager: Filter to a specific PM's forecast