Fields and Options Use the fields and options to create, update, and approve net revenue forecasts, and to view revenue forecast information. Related Topics:Display the Revenue Forecast Submodule You display the Revenue Forecast submodule in the General Ledger module under Finance & Administration. Job Tab (Bottom Grid) The Job tab in the bottom grid of the Revenue Forecast submodule displays the active and closed jobs for the selected client, and how much the job has cost so far based on the number of hours registered. It also displays, in percentage, how much of the job has been completed and the expected completion date. The columns on the Job tab uses different formulas to generate values for revenue forecasts. Pipeline Tab (Bottom Grid) The Pipeline tab in the Revenue Forecast submodule retrieves data from your pipeline activities. It also takes into the account the probability rate of each activity when computing for the total revenue. For example, if an activity in the pipeline has a 25% probability of becoming a revenue-earning job, Workbook multiplies the total revenue by .25. The Pipeline tab also displays the status and stage for each activity. Inter-company Tab (Bottom Grid) The Inter-company tab of the Revenue Forecast submodule displays the potential transfer of revenue from one company to another in a database with multiple companies. This transfer is based on the hours delivered by one company to a job that is owned by another company. If the current company owns a job, this particular job can be present in both the Job and Inter-company tabs. The forecast is performed in total on the Job tab. On the Inter-company tab, you can view the details of what needs to be paid to the other company. If the current company delivers hours to another company for a job but does not own the job, you will not see that job on the Job tab. You will see it as income on the Inter-company tab. Create New Revenue Forecast Dialog Box Use the New Revenue Forecast dialog box to create revenue forecasts. Parent Topic: Revenue Forecasting HomeWorkBook Online HelpFinance & AdministrationGeneral LedgerRevenue ForecastingFields and Options
Fields and Options Use the fields and options to create, update, and approve net revenue forecasts, and to view revenue forecast information. Related Topics:Display the Revenue Forecast Submodule You display the Revenue Forecast submodule in the General Ledger module under Finance & Administration. Job Tab (Bottom Grid) The Job tab in the bottom grid of the Revenue Forecast submodule displays the active and closed jobs for the selected client, and how much the job has cost so far based on the number of hours registered. It also displays, in percentage, how much of the job has been completed and the expected completion date. The columns on the Job tab uses different formulas to generate values for revenue forecasts. Pipeline Tab (Bottom Grid) The Pipeline tab in the Revenue Forecast submodule retrieves data from your pipeline activities. It also takes into the account the probability rate of each activity when computing for the total revenue. For example, if an activity in the pipeline has a 25% probability of becoming a revenue-earning job, Workbook multiplies the total revenue by .25. The Pipeline tab also displays the status and stage for each activity. Inter-company Tab (Bottom Grid) The Inter-company tab of the Revenue Forecast submodule displays the potential transfer of revenue from one company to another in a database with multiple companies. This transfer is based on the hours delivered by one company to a job that is owned by another company. If the current company owns a job, this particular job can be present in both the Job and Inter-company tabs. The forecast is performed in total on the Job tab. On the Inter-company tab, you can view the details of what needs to be paid to the other company. If the current company delivers hours to another company for a job but does not own the job, you will not see that job on the Job tab. You will see it as income on the Inter-company tab. Create New Revenue Forecast Dialog Box Use the New Revenue Forecast dialog box to create revenue forecasts. Parent Topic: Revenue Forecasting HomeWorkBook Online HelpFinance & AdministrationGeneral LedgerRevenue ForecastingFields and Options