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Net Revenue Forecast > Review & Approve

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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:

HEADER

  • Go to creditors > creditor invoices

  • Click on create new invoice

NET REVENUE FORECAST NAVIGATION

NUMBER

FUNCTIONALITY

1

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/unpublish the selected forecast

  • Delete the selected forecast

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

  • Remove a budget from the selected forecast

  • Recalculate the forecast budgets on the selected forecast

  • Recalculate the inter-company values on the selected forecast

2

Create a new net revenue forecast

3

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

4

Displays totals by client including

  • Price quote net revenue

  • Remaining amount

  • Previous revenue:

  • Revenue YTD

5

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

6

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

7

The bottom panel displays a list of jobs for the selected client. This is where you can manually adjust the forecast

8

Allows you to filter the NRF by dimensions, i.e. CRM Status

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