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
Revenue invoiced, forecast, and installed capacity by slice and by month, with a Total/Invoiced/Active Forecast/Proposal Forecast/Combined Forecast table view. Capacity Forecast shows whether the firm's installed capacity is being converted into invoiced revenue on schedule, and how forecast (active and proposal) compares to what's actually being billed.
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 Capacity Forecast to see whether invoiced revenue is tracking installed capacity, and whether active/proposal forecast is sufficient to keep capacity utilised in coming months. If Installed Capacity is trending above forecast revenue, the firm may be over-resourced relative to secured and pipeline work — a signal to accelerate BD or review resourcing levels. Drill from Slice into individual Project rows in the table to see which specific projects make up any of these figures. Switch Table Metric to Combined Forecast to see active and proposal forecast together against actuals.
Understanding your data
Key Fields | How it's Calculated |
Revenue Invoiced & Forecast by Slice | Revenue | Invoices vs. Revenue Forecast | Active, broken out by the selected Slice By dimension |
Revenue Invoiced, Forecast & Capacity by Month | Five series trended monthly: Revenue | Invoices, Revenue | Active Forecast, Revenue | Proposal Forecast, Installed Capacity | @ Target Utilisation, Installed Capacity | Gross |
Slice × Month table | Shows Invoiced, Active Forecast, Proposal Forecast, Combined Forecast, or Total (per Table Metric), reflecting the Grs/Int/Ext/Exp category and Unweighted/Weighted state, drillable by Slice → Project |
Visuals
Revenue Invoiced & Forecast by Slice (bar)
Revenue Invoiced, Forecast & Capacity by Month (multi-series area/line 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 — Invoiced, 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. These are separate figures — Grs is not the sum of Int + Ext + Exp
Unweighted / Weighted: toggles whether forecast figures are shown raw or adjusted by probability