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 slice and by month, available as weighted or unweighted, and split by category (Gross / Internal / External / Expense). Projects Forecast gives finance and leadership a forward view of billing expectations so cash flow and monthly targets can be set with real data behind them.
Updated in Insights Pro: This dashboard existed in Analytics Plus as "Revenue Forecasting by Month" with a Stage Status Group breakdown and project/stage-level table, and has been substantially redesigned for Insights Pro.
How to use it
Review Projects Forecast monthly to validate that forward revenue is sufficient to meet firm targets. Use the Weighted view for realistic cash flow planning, and compare against Unweighted to see the upper bound if everything converts. Drill from Slice into individual Project rows in the table to see which specific projects make up the forecast. Switch between Grs, Int, Ext, and Exp to separate true forecast revenue from the internal/external/expense budget breakdown. There's no forecast accuracy or variance tracking on this page — for that, check the Planning module.
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
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