Reviewing, editing and approving a net revenue forecast is performed by the net revenue forecast responsible via a notification in their WorkBook inbox.
ON THIS PAGE YOU WILL FIND: | ||||||
|---|---|---|---|---|---|---|
|
...
WHO REVIEWS THE NRF?
The revenue forecast is reviewed by the net revenue forecast responsible. This is usually someone from who is hands on with the client service team or job e.g. an Account LeadManager, Project Manager , Producer etc.
...
ON THIS PAGE YOU WILL FIND:
...
This is automatically populated with a user based on how the net revenue forecast is configured in the finance & administration module
...
REVIEW THE NRF
Once the net revenue forecast (NRF) is generated, a notification
...
to
...
IMAGE
The notification to review the NRF will go to their WorkBook Inbox
...
the netrevenue responsible’s WorkBook inbox
...
The forecast here is formatted the same way as in the finance & administration module, with client subtotals in the main grid, and details relating to a particular client in the sub grid
Select the client in the main grid (top panel) to see a list of jobs for that client in the sub grid (bottom panel)
...
The records that are visible in the sub grid are only those where the user is set to be NRF responsible
Select In the job tab > select the job you wish to review
Review the forecast
...
ADJUST THE NRF
If an adjustment needs to be made:
Click into the monthly forecast cells
...
Type in the revised amount to manually adjust
Click enter
...
enter
Cells where adjustments have been made will be highlighted in blue to indicate that the automatic forecast has been overwritten
...
...
The client subtotals and the live amounts update as soon as you press enter
...
APPROVE THE NRF
After you have reviewed the record you can then approve it, to show that the record has been assessed and approved.
Click on the for approval icon > select approve
...
The icon changes to a green tick indicating that this record has been reviewed an approved
...
Some agencies prefer to lock the forecast on a specific time and date as a matter of process
The progress bar in the top right corner demonstrates how many records in your forecast have been approved
...
...
REVIEW, EDIT & APPROVE - PIPELINE & INTER-COMPANY
Repeat all of the above steps for the pipeline and inter-company tabs (if applicable)
...
Related articles
| Filter by label (Content by label) | ||||
|---|---|---|---|---|
|