Reviewing, editing and approving a net revenue forecast is performed by the net revenue forecast responsible via a notification in their WorkBook inbox. The net
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WHO REVIEWS THE REVENUE FORECAST?
The revenue forecast is reviewed by the 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.
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REVIEW THE NRF
Once the net revenue forecast (NRF) is generated, a notification will go to the NRF responsible, which is selected during configuration????
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The notification to review the NRF will go to their WorkBook Inbox
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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
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The records that are visible in the sub grid are only those where the user is set to be NRF forecast responsible
Select In the job tab > select the job you wish to review
Review the forecast
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ADJUST THE
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REVENUE FORECAST
If an adjustment needs to be made:
Click into the monthly forecast cells
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Type in the revised amount to manually adjust
Click enter
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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
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REVENUE FORECAST
After you have reviewed the record you can then approve it, to show that the record has been assessed and approved.
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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
The forecast is pulled from the from pipelines in the CRM module.
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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