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
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 %
- Labor & Net Revenue
- Billed Hours
- Average Billing Rate
Users can also see this by profit center
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.