Revenue Forecasting Report 

Introducing the Revenue Forecast Report, a new tool designed to give project-driven organisations a clearer view of their future financials. Built to support better planning and decision-making, the report forecasts expected revenue based on current project bookings, resource allocations, and contract types.

The forecast is tied to the date an employee is booked to work on a project—not when the work is invoiced—providing a forward-looking estimate grounded in operational data. This allows teams to anticipate income, compare forecasts with actuals, and adjust plans before issues arise.

What does it do?

• Forecasts future revenue based on planned hours, sales prices, and project data.
• Highlights past performance so users can compare expectations with reality.
• Supports decision-making by showing whether resource plans are financially viable.
• Exports raw data for deeper analysis or integration with other systems.

Who is it for?

• Project Managers – to plan resources and budgets confidently.
• Team Managers – to ensure teams are working on profitable projects.
• CFOs and CEOs – to get a clear picture of expected cash flow and financial health

What problems does it solve?

• Uncertainty about future income – it gives visibility into when and how much money is expected.
• Resource planning confusion – it helps align staffing with financial goals.
• Budget overruns – by forecasting revenue, teams can spot risks early and adjust.
• Manual reporting – it replaces time-consuming spreadsheets with automated insights.