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 revenue forecast responsible is usually someone from the client service team e.g. an Account Lead, Project Manager, Producer etc.
ON THIS PAGE YOU WILL FIND: |
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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
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 NRF responsible
Select the job you wish to review
Review the forecast
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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
The client subtotals and the live amounts update as soon as you press enter
Cells where adjustments have been made will be highlighted in blue to indicate that the automatic forecast has been overwritten
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
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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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