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, directors, finance team
Dashboard Explained
Forward view of expected revenue by office/slice, over the next 6–12 months, based on forecast data linked to active and pending-invoice stages. Pipeline Forecast lets the firm see forecast revenue split by category (Gross / Internal / External / Expense) and by whether it's shown unweighted or probability-weighted.
Updated in Insights Pro: This dashboard existed in Analytics Plus as "Weighted Forecast by Forecast Month per Stage Status" and has been substantially redesigned for Insights Pro.
How to use it
Use the Weighted view to get a risk-adjusted read on forward revenue, and compare against Unweighted to see how much upside depends on lower-probability work. Switch between Grs, Int, Ext, and Exp to separate true forecast revenue from the internal/external/expense budget breakdown before drawing conclusions about forward income. Drill from Slice into individual Project rows in the table to see which specific opportunities make up the forecast.
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 |
Revenue Forecast by Slice per 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)
Revenue Forecast by Slice per Month (table, Slice → Project drill down)
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Cost Centre: filter by Stage Cost Centre
Project Manager: filter by Project Manager
Project Status: filter by Project Status
Stage Status: filter by Stage Status
Project Type: filter by Project Type
Account Manager: filter by Account Manager
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 underlying 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