Budgeting & Forecasting

For Architecture and Engineering Firms

Give your Finance team the tools to be more productive while simplifying the input
process for budget & forecast contributors.

Turns budgeting & forecasting into a business tool, not an administrative burden

Stay in Excel – our tool presents its self in Excel, but all data resides in a centralized warehouse

Connects all your disparate data sources for “one version of the truth”

Includes a Business Intelligence platform for ad-hoc operational & financial reporting

Become more profitable and
make informed & timely decisions.

Bottom-Up Revenue Planning:

Allow users to plan for, report forecast key metrics like:

  • Utilzation %
  • Multiplier
  • Labor & Net Revenue
  • Billed Hours
  • Average Billing Rate

Users can also see this by profit center
or discipline.


Top-Down Revenue Planning

Allows users to plan for report, and forecast their hard backlog as well as
their opportunity pipeline.

This sub-module allows users to track revenue by project manager, client, location, and/or department

Gap Analysis Report

 This report marries the Bottom-Up Revenue Plan (Supply) with the Top-Down Revenue Plan (Demand).

It shows historical data & provides a 12-month view into the future.