‍Revenue forecasting

The different sources of information used to produce this analysis were:

1. Sage sub-ledger – YTD revenue recognised by client and by type ;
2. Sage contract module – Revenue already recognised for in-flight projects to calculate the remaining balance on these contracts ;
3. Data warehouse – Implementation completion dates and monthly revenue forecasting for in-flight projects ;
4. Salesforce closed contracts – Expected revenue for projects which are signed but have not yet started ;
5. Salesforce pipeline – Revenue forecast for projects which are not yet closed ; and
6. Chief Revenue Officer assumptions – Pipeline scenario planning (e.g. changing opportunity close dates and weighting assumptions).

The ongoing maintenance of this project is managed by our client’s Head of Sales, who does not have a background in data analytics. This demonstrates our ability to create an easy-to-use solution for a highly complex problem.