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
Detailed breakdown of revenue forecast by project, PM and office with actual vs forecast comparison. Forecast Analysis is the Planning module's deep-dive into forecast quality — it shows not just whether the firm met its forecast, but which projects, PMs and offices are driving forecast accuracy or inaccuracy.
How to use it
Use Forecast Analysis monthly after the billing cycle closes to assess forecast quality for the prior month. PMs with accuracy below 70% consistently should review their forecasting practice — the most common causes are forecasts set at the start of the year and not updated, or projects with uncertain billing timing that are being forecast as if they will bill each month. Use the Nil Forecast Count to identify projects that are actively being managed but have no forecast set — these create invisible gaps in the firm's forward revenue view.
Understanding your data
Key Fields | How it's Calculated |
Monthly Forecast (by Project) | Revenue forecast entered on each project stage for each month by the PM. Set in Total Synergy and used as the planned billing target for that stage and period |
Actual Invoiced Revenue (by Project) | Revenue from finalised invoices with an invoice date in the same month as the forecast |
Forecast Variance (by Project) | Actual invoiced revenue minus monthly forecast for each project. Positive means overbilled against forecast; negative means underbilled |
Forecast Accuracy % (by Project) | Actual invoiced revenue as a percentage of the forecast for that month. 100% = exact, below 100% = underbilled vs plan |
Forecast Accuracy % (by PM) | Aggregate forecast accuracy across all projects for each PM in the period. Identifies which PMs are consistently accurate and which are not |
Nil Forecast Count | Count of active project stages with no forecast set for the current or upcoming month. Missing forecasts create gaps in planning and revenue visibility |
Filters
Period: Date range (completed months for actuals comparison)
Office: Filter to one or more offices
Project Manager: Filter to a specific PM's forecast