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
Trend of forecast accuracy by month, PM and office over time. Forecast Accuracy tracks the quality of the firm's revenue prediction over time — it identifies whether forecasting discipline is improving and surfaces the PMs and offices where forecast reliability is consistently high or low.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Use Forecast Accuracy in quarterly planning reviews to assess whether the firm's forecasting is reliable enough for financial planning. A rolling accuracy of 85–95% is generally considered solid for a professional services firm. If accuracy is declining, the most common causes are stale forecasts (set at year start and not updated), changes in project billing timing, and PM turnover. Use the PM-level breakdown to target coaching and process improvement at the individuals driving the largest forecast misses.
Understanding your data
Key Fields | How it's Calculated |
Monthly Forecast Accuracy % | Total actual invoiced revenue for the month divided by total forecast revenue for the same month, expressed as a percentage. Calculated at firm, office, and PM level |
Rolling 3-Month Forecast Accuracy | 3-month rolling average of monthly forecast accuracy. Smooths out individual month anomalies to reveal the underlying forecasting trend |
Forecast Accuracy by PM (Trend) | Monthly accuracy percentages for each PM over the selected period. Used to identify whether a PM's forecasting is improving or consistently unreliable |
Accuracy Band | Categorisation of each month's accuracy into bands (e.g. 90–110% = on track, 70–89% = underbilled, below 70% = significantly missed). Used for colour-coded trend visualisation |
Forecast Miss Value | Absolute dollar difference between forecast and actual for each month. Shows the financial scale of forecast misses, not just the percentage |
Filters
Period: Date range (typically 12 months)
Office: Filter to one or more offices
Project Manager: Filter to a specific PM's accuracy trend