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.
