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This is automatically populated with a user based on how the revenue forecast is configured in the finance & administration module
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REVIEW THE REVENUE FORECAST
Once the revenue forecast is sent for review, a notification to review the revenue forecast will go to the netrevenue responsible’s WorkBook inbox
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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)
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The records that are visible in the sub grid are only those where the user is set to be forecast responsible
In the job tab > select the job you wish to review
Review the forecast
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ADJUST THE REVENUE FORECAST
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Click into the monthly forecast cells
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Type in the revised amount to manually adjust
Click enter
Cells where adjustments have been made will be highlighted in blue to indicate that the automatic forecast has been overwritten
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The client subtotals and the live amounts update as soon as you press enter
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APPROVE THE REVENUE FORECAST
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Click on the for approval icon > select approve
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The icon changes to a green tick indicating that this record has been reviewed an approved
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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
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REVIEW, EDIT & APPROVE - PIPELINE
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Repeat all of the above steps for the pipeline tab (if applicable)
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REVIEW INTER-COMPANY
Inter-company forecasts the revenue impact where revenue is shared across multiple companies.
Go to the inter-company tab to review (if applicable)
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