Forecast

Under Insights > Forecast, you can see revenue, costs and gross margin based on your current contingent assignments. 

You'll also see a graph showing actual and forecast revenue for each client for the selected period. For any current or prior months the graph will display actual revenue figures based on the Timesheets that have been recorded to date. Any future months will display projected revenue, which is calculated based on averages from the last 4 weeks of timesheet data for those placements.

Forecast data is week-by-week, so months containing more Sundays will have higher forecast revenue. 

At the top of the page you'll see the following figures for the selected period:

Total Revenue - The total of all actual (for the current and any prior months) and projected (for future months) revenue.

Total Costs - The total of all actual and projected costs (including both direct labour costs and on-costs)

Margin: The total projected margin % across all placements in the period.

Select Period

To select the period you wish to see the revenue over, use the calendar drop downs in the top right of the screen. The graph and all projected figures will update according to the period you have selected and when the finish dates for Placements occur.

Select Client

To see the revenue for one client only, click on the client's name in the list below the graph. The breakdown by placement for that client will show under the graph.