Page Comparison

NUMBER

FUNCTIONALITY

1

Net revenue forecast options menu allows you to:

• Update the selected forecast with the option and keeping manually edited values

• Review actions (for sending for review/locking for edits)

• Mark the selected forecast as active/inactive

• Publish/unpublish the selected forecast

• Delete the selected forecast

• Add a budget to the selected forecast. Once added the budget will be displayed in the final column.

• Remove a budget from the selected forecast

• Recalculate the forecast budgets on the selected forecast

• Recalculate the inter-company values on the selected forecast

2

Create a new net revenue forecast

3

Use the drop down to switch between the different net revenue forecasts you have created

4

Displays totals by client including

• Price quote net revenue

• Remaining amount

• Previous revenue:

• Revenue YTD

5

For each month you will either see actuals for previous months and forecast for upcoming months

6

If jobs continue into the next year, the remaining following years amount to be carried over to the next year is displayed in the final column

7

The bottom panel displays a list of jobs for the selected client. This is where you can manually adjust the forecast

8

Allows you to filter the NRF by dimensions, i.e. CRM Status