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-looking summary of forecast revenue, capacity, backlog and resourcing across the firm. Planning Overview is the executive planning dashboard — it consolidates the firm's forward position into a single screen for leadership review and strategic decision-making.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Open Planning Overview in monthly leadership meetings as the forward-looking counterpart to Finance Overview. If months of backlog is declining and weighted pipeline is low, the firm needs to accelerate business development. If forward capacity significantly exceeds forecast demand, consider whether resourcing levels are appropriate for the near-term workload. Pair with Capacity Planning for a weekly-level view of resource pressure and Forward Loading for project-by-project demand.
Understanding your data
Key Fields | How it's Calculated |
Forward Forecast Revenue | Sum of monthly revenue forecasts entered on all active project stages for the next 3–12 months. Represents planned billing from existing contracted work |
Forward Capacity (Hours) | Total available hours for all active staff across forward months, based on contracted hours and known leave. The supply of billable time available |
Backlog Value | Total agreed fee on active project stages minus invoiced revenue to date. Represents the contracted work still to be delivered and billed |
Months of Backlog | Backlog value divided by average monthly revenue. Indicates how many months of work are already contracted at current billing rates |
Capacity Utilisation Forecast % | Forward forecast revenue translated to hours (using average charge rate) divided by forward available hours. An estimate of how much capacity the current workload will consume |
Pipeline Contribution | Weighted pipeline value from active proposals added to contracted forecast, to show the combined forward revenue view |
Filters
Period: Forward date range (typically 3–12 months)
Office: Filter to one or more offices