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Net Revenue Forecast > Reviewing, Editing & Approving

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The net revenue forecast (NRF) is an automated forecast which pulls in price quote values. It uses job creation and end dates to forecast values across months. It allows you to review actual revenue YTD by client, in line with your forecast and compare your full client outlook to your operating budget/s.

The net revenue forecast is configured from the finance & administration module > general ledger > net revenue forecast. Reviewing and approving a net revenue forecast is usually performed by the client service team.

ON THIS PAGE YOU WILL FIND:

REVIEW & ADJUST THE NRF

  • Once the net revenue forecast (NRF) is generated, Project Managers and Pipeline Responsible will receive a notification to review the NRF in their WorkBook Inbox

  • Select the client in the top panel to see a list of all jobs in the bottom panel

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  • Review the forecast and if an adjustment needs to be made…

  • Click into the monthly forecast cells to manually adjust

Cells where adjustments have been made will be highlighted in blue

APPROVE NET REVENUE FORECAST

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