Revenue Forecast

The revenue forecast is an automated forecast which pulls in price quote and pipeline values and uses start and end dates to forecast values across months, displays actual revenue YTD by client, and allows you to compare full client outlook to your operating budget/s.

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WHO DOES WHAT?

Different roles within the business will be responsible for different parts of the revenue forecast, depending on your agency’s processes.

System Administrators/Operations/Finance

These roles are usually responsible for:

• Configuring the revenue forecast according to business process

• Generating/creating the revenue forecast

• Sending the revenue forecast for review/approval

• Locking the revenue forecast

Project Managers/Account Managers/Producers

These roles are usually responsible for:

• Reviewing the revenue forecast

• Editing the revenue forecast

• Approving the revenue forecast

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