Edition: Enterprise*
User-level: Director, System Administrator
Previous steps: Subscription Management
*With the Synergy Analytics Plus add-on enabled.
There are three distinct Forecasting Dashboards available as part of your Synergy Analytics Plus Add-on when you are on Enterprise Edition. They focus primarily on inspecting your forecasting and comparing what has been forecasted against your actual figures.
Each dashboard displays various graphs, charts, and tables, and is interactive with the ability to apply multiple filters to customise the data you’re analysing.
You can learn more about how to read and use the functionality included in your dashboards in our Knowledge Base Article: Reading your Analytics and Analytics Plus Dashboards in Synergy.
Note!
While the default User-levels for the Forecasting Dashboards are Director & System Administrator, these Dashboards can be shared with other User-levels by customising permissions in the Security Matrix.
Project Breakdown
This dashboard provides insights into your projects, comparing revenue forecast with Invoiced, and Resourced Charge with actuals. You can filter the projects shown here with a few options:
Look backwards and forwards.
Include extra fields per project.
Search for specific projects.
The breakdown table will exclude any projects that are in Unsuccessful or Completed status.
The breakdown table starts on the left with a totals row, followed by a list of projects, and column for each month.
On the right side, you can control what rows show for each item in the table.
There are several that are optional and can be activated by clicking the checkbox under Show:
Project Search
Using the Project Search feature, you can search for a project by Project Name or Number. The breakdown table will dynamically update based on your search terms.
Resourced vs Actuals
This dashboard provides comparisons and insights into Resourcing and Actual Charges.
By Office
This graph will give you two columns for each office; the resourced charge and actual charge.
By Month
This graph will give you two columns for each month; the resourced charge and the actual charge.
Resourced Charge table
The table shows the Resourced charge both by organisation and by month. The column on the left shows the office, with the option to expand each one to show individual projects under that office. The columns on the left show the resourced charge per month.
Stage status
On the resourced vs actuals dashboard, you can filter by stage status. Using this will filter the dashboard to show the stages that match the selected status.
Table Metric
By default, the table will show the Resourced Charge for each row. Using the Table Metric dropdown, you can change the figures show. You can choose from:
Actual
Resourced (default)
Resourced - Actual
Variance % (same as the Resourcing Variance row)
Forecast vs Invoiced
This dashboard provides comparisons and insights into Revenue Forecast and Invoiced Revenue.
By Office
This graph will give you two columns for each office; the forecast total and the invoiced total.
By Month
This graph will give you two columns for each month; the forecast total and the invoiced total.
Invoiced Revenue table
The table shows the invoiced total both by organisation and by month. The column on the left shows the office, with the option to expand each one to show individual projects under that office. The columns on the left show the invoiced total per month.
Table Metric
By default, the table will show the Invoiced Total for each row. Using the Table Metric dropdown, you can change the figures show. You can choose from:
Invoiced
Forecast
Invoiced - Forecast
Variance % (same as the Resourcing Variance row)
Rows available in Forecasting Dashboards
The rows available on the Forecasting dashboards are the same across each dashboard. Below is a breakdown of each row and what they show:
Row | Details |
Total Forecast | This is the forecast for a project, the total of Proposal Forecast and Active Forecast. |
Invoiced Total | This will show the invoiced totals, including applied credits. |
Forecast Variance | This will show the percentage difference between the Total Forecast and Invoiced This will show as orange if the forecast is greater than 0, or between 0 and -15% This will show as red if less than -15%. |
Resourced Charge | This will show the total charge as resourced to a stage of a project. |
Actual Charge | This will show the actual charge as recorded from timesheets. |
Resourced Variance | This will show the percentage difference between the Resourced Charge and Actual Charge. This will show as orange if between 0% and -15 This will show as red if less than -15%. |
Proposal Forecast | This will show you the forecasted total of Stages with a Proposal status. |
Active Forecast | This will show you the forecasted total of Stages with an Active Pending Invoice, or On Hold status. |
Invoiced - Forecast | The difference between the Invoiced amount and the Total Forecast amount. |
Resourced - Actual | The difference between the Resourced Charge and the Actual Charge. |
Additional Options
There are some additional settings you can modify on each dashboard
Date Selection
You can adjust the date range shown using the Date Selection at the bottom right. You can choose from:
+/- 3 months (this is the default settings)
+/- 6 months
Next 6 months
Last 6 months
Sorting
On each table and graph, you will have the ability to change the sorting. When you hover your cursor over the table/graph, an ellipses menu will show. In there you will have the 'Sort by' option, which allows you to sort the table/graph by any column visible.
Different graphs and tables will give you different sorting options, based on their contents.
Exclude
For any table in these reports you will be able to exclude specific data. If you right click a cell you will see an option to Exclude:
This will remove that row from the report. This is only for your view currently. Once you reload the page, it will return.
Unweighted or Weighted
Like with other forecasts in Synergy, this forecast can be displayed as either Weighted or Unweighted. When projects and stages are in a Proposal status, the values are weighted by likelihood percentage.
By default, this will be set to Weighted.
Note: This is only available on the Project Breakdown and Forecast vs Invoiced dashboards.
Tips!
The internal project is not included in any of these dashboards.
Where to next?
What other features does this relate to?