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ON THIS PAGE YOU WILL FIND: | ||||||
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HEADER
Go to creditors > creditor invoices
Click on create new invoice
NET REVENUE FORECAST NAVIGATION
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NUMBER
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FUNCTIONALITY
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1
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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
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2
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Create a new net revenue forecast
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3
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Use the drop down to switch between the different net revenue forecasts you have created
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4
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Displays totals by client including
Price quote net revenue
Remaining amount
Previous revenue:
Revenue YTD
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5
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For each month you will either see actuals for previous months and forecast for upcoming months
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6
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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
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7
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The bottom panel displays a list of jobs for the selected client. This is where you can manually adjust the forecast
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8
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REVIEW & ADJUST THE NRF
Once Finance generate the Net Revenue Forecast, Project Managers and Pipeline Responsible will receive a notification to review the Net Revenue Forecast in their WorkBook Inbox
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Select the client in the top panel to see a list of all jobs in the bottom panel
Click into the monthly forecast cells to manually adjust
Cells where adjustments have been made will be highlighted in blue
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APPROVE NET REVENUE FORECAST
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