Revenue Forecast > Reviewing, Editing & Approving

Reviewing, editing and approving a revenue forecast is performed by the revenue forecast responsible via a notification in their WorkBook inbox.

WHO REVIEWS THE REVENUE FORECAST?

The revenue forecast is reviewed by the revenue forecast responsible. This is usually someone who is hands on with the client or job e.g. an Account Manager, Project Manager etc.

Open

This is automatically populated with a user based on how the revenue forecast is configured in the finance & administration module

Open

REVIEW THE REVENUE FORECAST

• Once the revenue forecast is sent for review, a notification to review the revenue forecast will go to the net revenue responsible’s WorkBook inbox

• Select the client in the main grid (top panel) to see a list of jobs for that client in the sub grid (bottom panel)

• In the job tab > select the job you wish to review

• Review the forecast

ADJUST THE REVENUE FORECAST

If an adjustment needs to be made:

• Click into the monthly forecast cells

• 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

APPROVE THE REVENUE FORECAST

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

• The progress bar in the top right corner demonstrates how many records in your forecast have been approved

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)

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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