Setting up Revenue Forecasting Scheduling Revenue Forecasts Scheduling Revenue Forecast Versions PSA Revenue Forecast Overview Dashboard Adjusting and Locking a Revenue Forecast Version Adjusting and Locking a Revenue Forecast Version

Revenue Forecasting Overview

For an introduction to the Revenue Forecasting functionality, see Finding Your Way Around Revenue Forecasting.

For general background information, such as custom objects used, required permissions, exchange rates, and rounding of values, see Revenue Forecasting Basics.

Process Outline

The following diagram gives an outline of the Revenue Forecasting process.

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This diagram has clickable areas and illustrates the Revenue Forecasting Process

Summary of Functionality

Revenue Forecasting enables you to generate project and opportunity revenue forecasts. These forecasts use the constantly changing "live" data in your org. You can run them on demand at the click of a button or schedule them to run at set intervals, such as daily. For more information, see Running Project Revenue Forecasts, Running Opportunity Revenue Forecasts, and Scheduling Revenue Forecasts.

You can also schedule PSA to take static snapshots of this data at regular intervals. These snapshots are known as "revenue forecast versions". They show the revenue forecast data as it was at a specific point in time, covering a specific forecast period, for example the current quarter. You can compare different revenue forecast versions to identify changes in the data over time and you can also change the data using management adjustments to reflect risk and upside in best case, expected, and worst case scenarios. For more information, see Scheduling Revenue Forecast Versions and Reviewing Revenue Forecast Versions.

Tip:

The Services Revenue Forecasting workspace acts as a starting point for the activities that are relevant to Revenue Forecasting in PSA. It enables you to navigate quickly to relevant areas of the app and find and view information easily. For more information, see Services Revenue Forecasting Workspace Overview.

If you use FinancialForce Revenue Management, an integration is available between Revenue Management and PSA for recognition actuals. For more information, see Integration with FinancialForce Revenue Management.

If you do not use Revenue Management, some setup is required to make sure the correct records are identified by PSA for inclusion in the revenue forecast calculations. For more information, see No Integration with FinancialForce Revenue Management.