GL > Revenue Forecast Summary

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/un-publish the selected forecast

• Delete the selected forecast

• Add a financial budget to the selected forecast. Once added, the budget will be displayed in the final column

• Remove a financial budget from the selected forecast

• Recalculate the forecast budgets on the selected forecast

• Recalculate the inter-company values on the selected forecast

Create a new net revenue forecast

Use the drop down to switch between the different net revenue forecasts you have created

Displays totals by client including

• Price quote net revenue

• Remaining amount

• Previous revenue:

• Revenue YTD

For each month you will either see actuals for previous months and forecast for upcoming months

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

The bottom panel displays:

• a list of jobs for the selected client

• a list of pipelines for the selected client

• a list of inter-company jobs for the selected client

This is where you can manually adjust the forecast

Allows you to filter job type or service line by the NRF by dimensions, i.e. job type or revenue stream