BI turnover forecast from phase budgets

How this feature creates benefits

The additional feature "Revenue forecast from phase budgets" enables forward-looking revenue planning based on the fee budget of individual project phases. The budget is distributed evenly over the duration of the project. This is done independently of Resource Planning and ensures a consistent, transparent presentation of expected revenue.

An extended version of the feature also includes unsold project phases. These are included in the forecast with their respective completion probability. This allows the entire potential sales volume to be entered at an early stage and included in business planning.

How it works

This feature provides you with the following two BI KPIs. The prerequisite for use are the licensed modules "Budget & Phases" and "Business Intelligence".

Turnover forecast from phase budgets

• Distributes the fee budget linearly over the planned duration of a project phase.

Turnover forecast from phase budgets weighted:

• Also takes into account the probability of unsold project phases.

For the weighted forecast the fields Start date, End date and Probability have to be maintained on the project phases. If these fields are not available, the additional config set "root folder sale" can be integrated.