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
Weekly snapshots of the current month's revenue forecast, by slice. Forecast Evolution shows the journey of a single month's forecast as it's tracked week by week — revealing whether the forecast is stable, climbing, or being cut as the month approaches.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Compare the earliest week's forecast to the latest week's forecast for the current month to see whether it's being revised up or down as the month progresses. Drill from Slice into individual Project rows in the table to see which specific projects are behind a shift in the forecast. A pattern of the forecast consistently shrinking week over week suggests early-month estimates are optimistic — worth flagging in PM forecasting discipline conversations. This page doesn't show Actual Invoiced Revenue for comparison — pair it with Forecast Accuracy once the month closes to see how the final forecast compared to what was actually billed.
Understanding your data
Key Fields | How it's Calculated |
Forecast by Slice — Current Month | Revenue forecast for the current month, broken out by the selected Slice By dimension |
Revenue Forecast Snapshot | Same measure, tracked weekly across the month, showing how the forecast for that month has changed week to week |
Slice × Week table | Same weekly figures in table form by slice, drillable by Slice → Project, with a Total column |
Visuals
Forecast by Slice — Current Month (bar)
Revenue Forecast Snapshot (weekly trend)
Slice × Week table, with Total 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
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
Unweighted / Weighted: toggles whether the forecast is shown raw or adjusted by probability