Create New Revenue Forecast Dialog Box
Use the New Revenue Forecast dialog box to create revenue forecasts.
Contents
| Field | Description |
|---|---|
| Title | The name of the new revenue forecast. |
| Method | The revenue forecast method that WorkBook will use. The options available in this field depend on the revenue forecast methods you created in the Revenue Forecast Methods submodule (). |
| Job review role | The role that will receive the input notification for the job. |
| Per date | Refers to the start date of the forecast and is used as a cut-off date for the value in the Burn column on the Job tab in the bottom grid. |
| Only actual | This is a supplemental feature that enables you to report the 12-month actual numbers across clients. This is for reporting purposes only. |
| Months | The number of months covered by the net revenue forecast. The maximum number of months that you can enter is 24. |
| Companies | WorkBook includes the jobs and pipeline activities owned by the company/companies in this field in the revenue forecast. |
| Currency | The currency that will be used in the revenue forecast. |
| Copy Manual Edits From | If you previously edited forecast numbers manually, you can carry these edited values over to the new forecast. This makes the forecast more accurate as the additional months in the new forecast are now based on actuals. |