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 loading, backlog, and forecast revenue by status, across the firm. Planning Overview is the executive planning dashboard — it shows how many months of work are secured, whether that backlog is growing or shrinking, and how forecast revenue compares to the team's resourced capacity to deliver it.
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 Forward Loading is dropping toward 1 or below, the firm needs to accelerate BD now, not when the gap arrives — it means current residual will be consumed within a month or two at present capacity. Compare Backlog (Active) against Backlog (Weighted) to see how much of the forward picture depends on proposals converting rather than confirmed work. Pair with Capacity Planning for a weekly-level view of resource pressure and Forward Loading (the dashboard) for project-by-project demand.
Understanding your data
Key Fields | How it's Calculated |
Forward Loading | Residual ÷ potential charge generated by the team, at target utilisation. A value of 4 means the current residual would be consumed in 4 months at current capacity |
Forward Loading (Gross) | Same calculation, using gross (not target-utilisation) capacity as the denominator |
Backlog (Active) | Backlog value from stages with Stage Status = Active only |
Backlog (Weighted) | Backlog value across all stages, weighted by each stage's success factor based on stage status |
Capacity | Revenue Forecast in FTE vs. Chargeable FTE (at Target Utilisation), trended monthly |
Forecast vs. Resourcing | Revenue Forecast (Weighted) vs. Resourced Charge, compared |
Visuals
Capacity (line chart: Revenue Forecast in FTE, Chargeable FTE @ Target Utilisation)
Backlog (Residual) trend
Forecast vs. Resourcing (bar)
Forward Loading by Slice (bar)
Backlog (Residual) by Slice (bar)
Revenue Forecast Snapshot (Weighted) by Status — Active / On Hold / Pending Invoice / Proposal, weekly
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Cost Centre: filter by Stage Cost Centre
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Last Month / This Month: quick relative-period selector