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: Finance team, principals, directors
Dashboard Explained
Forecast vs. invoiced revenue by slice and by month, with Forecast, Invoiced, Variance, Accuracy, and forecast-type breakdowns selectable in the table. Forecast Accuracy tracks how well the firm's revenue forecasting matches what's actually billed, and lets you drill into variance in dollars or as a percentage.
Updated in Insights Pro: This dashboard existed in Analytics Plus under the old Forecasting module ("Forecast vs Invoiced Revenue" with matching Table Metric options) and has been substantially redesigned for Insights Pro.
How to use it
Use quarterly to assess whether forecasting is reliable enough for financial planning. Switch Table Metric to Accuracy to see invoiced-vs-forecast as a percentage by slice, and to Variance to see the dollar-value scale of the miss. Drill from Slice into individual Project rows to see which specific projects are driving a miss. Filter to a specific Project Manager to check whether their forecasting is consistently accurate or a recurring source of surprises — use this to target coaching where it's needed most.
Understanding your data
Key Fields | How it's Calculated |
Forecast & Invoiced by Slice | Revenue Forecast vs. Actual Invoiced Revenue, broken out by the selected Slice By dimension |
Revenue Forecast Snapshot & Invoiced Revenue | Same measures, trended monthly |
Slice × Month table | Shows Forecast, Invoiced, Variance, Accuracy, Active Forecast, Proposal Forecast, Combined Forecast, or Total (per Table Metric), drillable by Slice → Project |
Visuals
Forecast & Invoiced by Slice (bar)
Revenue Forecast Snapshot & Invoiced Revenue (trend chart)
Slice × Month table, with Total row/column (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
Project Type: filter by Project Type
Cost Centre: filter by Stage Cost Centre
Stage Manager: filter by Stage Manager
Stage Status: filter by Stage Status
Stage Fee Type: filter by Stage Fee Type
Project: filter to a specific project
Table Metric: choose which value the table shows — Forecast, Invoiced, Variance, Accuracy, Active Forecast, Proposal Forecast, Combined Forecast, or Total
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Grs / Int / Ext / Exp: Grs shows Gross Revenue; Int / Ext / Exp show the Internal / External / Expense budget-based breakdowns respectively