Forecast Reports

Forecast Reports

Forecast reports help you track and compare expected vs. actual performance. They are accessible via:

• Costing Menu
• Reports Menu

Available Forecast Reports

• Client Forecast – Projected billings by client.
• Forecast Variance – Highlights differences between actual and forecasted billings.
• Client Forecast for Jobs – Forecasted revenue by job for each client.
• Overhead Budget – Tracks overhead expenses against budgeted amounts.

Billings Forecast

• View live jobs and forecasted billings.

  Reports can be totaled and grouped by:

  • Account Director
  • Account Executive
  • Client
  • Currency
  • Division
  • Job
• Sample Reports:
  • Client Forecast Report – Projected revenue by client.
  • Actual vs Forecast Report – Easily spot variances between actual and forecasted billings.

Overhead Budget Report – Details coming soon.

Financial Reports

• Print reports for:
  • Selected divisions
  • Specific years
  • Specific periods
• Example: Division report showing Billings plus Overhead Expenses.