The Margin Forecast report allows us to preview projected margin for projects that we have plans to work on, while also showing us how opportunities in the pipeline will be recognized in conjunction with what was already sold. This knowledge gives us confidence in our ability to reach our margin targets.
With this report you are able to select which pipeline projects you would like to include in your forecast. For a quick bulk selection, try using the "percent probability" field next to your pipeline projects.
For example, when 80% is input, the report will select all pipeline projects at 80% and higher. These percentages are pulled from the stages within your CRM. You may also individually select pipeline projects via the “Display Forecast” column in the pipeline projects table.
Weekly inclusion of the high probability pipeline opportunities gives leadership teams the confidence that they have enough work to hit their margin targets for the quarter, but also have enough booked going forward.
The Margin Forecast report allows us to preview projected margin for projects that we have plans to work on, while also showing us how opportunities in the pipeline will be recognized in conjunction with what was already sold. This knowledge gives us confidence in our ability to reach our margin targets.
Filters & Targets
The above graph will give you based on your filter selections the overview of actual revenue, projected revenue, sales pipeline, project margin % and Margin targets(if set). This allows for clear forecasting looking ahead or to review your progress from past to current.
Use the Set Targets feature to benchmark your organization’s margin performance and use this report to diagnose issues and accelerate opportunities.
Pipeline / Deals
With this report you are able to select which pipeline projects you would like to include in your forecast. For a quick bulk selection, try using the "percent probability" field next to your pipeline projects. These percentages are pulled from the stages within your CRM. You may also individually select pipeline projects via the “Display Forecast” column in the pipeline projects table.
Start Date Alerts
The Yellow Icon will also show you which deals need to have the start date updated if showing in the past. Having current probable start dates is necessary to help plan when not only resources are going to be needed but how it might affect your bottom line and when.
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Active Projects
Your active projects detail will show in the bottom portion of the report for all active projects included in the filter options selected.