BI turnover forecast from resource planning
Implements the BI KPIs planning difference and turnover forecast
How this feature creates benefits
With the function "BI turnover forecast from resource planning", you get a powerful tool for controlling your projects.
You can see how realistic your Resource Planning is in terms of achievable revenue. The Planning Difference measure shows you immediately where actual performance deviates from the plan. This allows you to identify plan deviations at an early stage. Thanks to the revenue forecast, you can estimate the expected revenue with current plans and budgets – including hourly rates per employee. This helps you to secure strategic decisions and take timely countermeasures.
How it works
This feature provides you with two relevant BI KPIs: Planning difference and turnover forecast from the Vertec module resource planning. The prerequisite for this is that you have licensed both the Vertec modules "Business Intelligence" and “Resource Planning”.
- Scheduling Difference calculates the difference between planned hours and actually recorded services, giving you instant feedback on plan quality.
- Sales forecast based on current budgets, start and end times of project phases and employee hourly rates
Once imported, the new BI KPIs automatically appear in pre-defined BI views which you can visualize and analyze.
Knowledge Base Articles
Bi turnover forecast from resource planning
Prerequisites
Modules "Services & CRM", "Resource Planning", "Business Intelligence"
Related features
Resource Planning, Resource planning on projects
Frequently asked questions
Can I save visit reports in the system and link them to following tasks?
You can document your appointments in Vertec. To do this, create activities and assign them to a project, a company or a contact. If necessary, you can create tasks with a due date and a responsible user.
Can I store mails directly in Vertec via Outlook?
Yes, with the Vertec Outlook AppOutlook App, you can assign mails directly to projects or contacts. These are linked in Vertec and automatically saved in the document storage. With the full text search, emails stored in Vertec can be searched by all authorized persons.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
