[et_pb_section fb_built=\u00bb1″ _builder_version=\u00bb4.16″ global_colors_info=\u00bb{}\u00bb][et_pb_row column_structure=\u00bb3_4,1_4″ module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb4.16″ width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_padding=\u00bb27px|0px|27px|0|false|false\u00bb make_fullwidth=\u00bbon\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb3_4″ _builder_version=\u00bb4.16″ custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.27.2″ custom_margin=\u00bb|40px|40px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n
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You can easily prepare margin forecasts for individual clients in bulk. These forecasts are automatically reflected in reports where you can compare them with real results. For example, you can easily compare a specific client’s annual margin forecast with their actual performance. This gives you a better view of how you are meeting your targets and allows you to manage profitability more effectively at the individual client level.<\/strong><\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb4.27.2″ text_font=\u00bb|300|||||||\u00bb min_height=\u00bb116px\u00bb custom_margin=\u00bb10px|40px|10px||true|\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n 1. Click on the Financial section<\/strong> in the left navigation menu. [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Margin_Forecast_1.png\u00bb title_text=\u00bbMargin_Forecast_1″ show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.27.2″ custom_margin=\u00bb2px|40px|40px|||\u00bb custom_padding=\u00bb1px|||||\u00bb box_shadow_style=\u00bbpreset2″ global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.27.2″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n 4.\u00a0Complete all Details.\u00a0Mandatory fields<\/strong> are red underlined<\/strong> (can be different by company\u2019s settings) [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Margin_Forecast_2.png\u00bb title_text=\u00bbMargin_Forecast_2″ show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.27.2″ custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb|1px||||\u00bb box_shadow_style=\u00bbpreset2″ global_colors_info=\u00bb{}\u00bb]<\/p>\n 4. Choose\u00a0<\/span>Bill Reimbursement.\u00a0<\/strong><\/p>\n Pair<\/span> Purchase Invoice<\/strong> to the relevant Job<\/strong>. If you did right, you will see the value of Purchase<\/strong> Invoice<\/strong> in the Job<\/strong> overview.\u00a0<\/a><\/span><\/p>\n 5. Press SAVE<\/strong> button.<\/span><\/p>\n <\/span><\/p>\n [\/et_pb_image][et_pb_text _builder_version=\u00bb4.27.2″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|15px|||\u00bb hover_enabled=\u00bb0″ global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0″]<\/p>\n – Company<\/strong> – choose the company for which the subsequent item\/Client overhead will be created. [\/et_pb_text][et_pb_text _builder_version=\u00bb4.27.2″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|20px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n 10. Fill in all the details and click on the SAVE (Save and close) button.<\/strong><\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Margin_Forecast_3.png\u00bb title_text=\u00bbMargin_Forecast_3″ show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.27.2″ custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb|1px||||\u00bb box_shadow_style=\u00bbpreset2″ global_colors_info=\u00bb{}\u00bb]<\/p>\n 4. Choose\u00a0<\/span>Bill Reimbursement.\u00a0<\/strong><\/p>\n Pair<\/span> Purchase Invoice<\/strong> to the relevant Job<\/strong>. If you did right, you will see the value of Purchase<\/strong> Invoice<\/strong> in the Job<\/strong> overview.\u00a0<\/a><\/span><\/p>\n 5. Press SAVE<\/strong> button.<\/span><\/p>\n <\/span><\/p>\n [\/et_pb_image][et_pb_text _builder_version=\u00bb4.27.2″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|18px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n 11. Perfect! Your Margin forecast is ready.<\/strong><\/p>\n If the Forecast is approved (approved status) you can now check the Client overhead budgets with all the details.<\/strong><\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb4.27.2″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|11px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n How to check forecasts in Reports?<\/strong><\/span><\/p>\n – Click on the Financial section in the left navigation menu. New to this view is the Margin Forecast column where you can monitor and compare the results of individual clients alongside other data.<\/strong><\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Margin_forecast_4.png\u00bb title_text=\u00bbMargin_forecast_4″ show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.27.2″ custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb|1px||||\u00bb box_shadow_style=\u00bbpreset2″ global_colors_info=\u00bb{}\u00bb]<\/p>\n 4. Choose\u00a0<\/span>Bill Reimbursement.\u00a0<\/strong><\/p>\n Pair<\/span> Purchase Invoice<\/strong> to the relevant Job<\/strong>. If you did right, you will see the value of Purchase<\/strong> Invoice<\/strong> in the Job<\/strong> overview.\u00a0<\/a><\/span><\/p>\n 5. Press SAVE<\/strong> button.<\/span><\/p>\n <\/span><\/p>\n [\/et_pb_image][et_pb_text _builder_version=\u00bb4.27.2″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|11px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n How to activate Annual Gross Margin Forecast option?<\/strong><\/span><\/p>\n Go to the Configuration<\/strong> and under System configuration \/ Finance – bookmark \u00abCommon settings\u00bb<\/strong> (1) is the option to activate Annual gross margin forecast (2).<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Margin_Forecast_5.png\u00bb title_text=\u00bbMargin_Forecast_5″ show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.27.2″ custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb|1px||||\u00bb box_shadow_style=\u00bbpreset2″ global_colors_info=\u00bb{}\u00bb]<\/p>\n 4. Choose\u00a0<\/span>Bill Reimbursement.\u00a0<\/strong><\/p>\n
\n<\/span>2. Click on Forecasts<\/strong>.
\n<\/span>3. Click on \u00abCompose\u00bb<\/strong> option and choose \u00abAnnual gross margin forecast\u00bb option.<\/strong><\/span><\/p>\n
5. Subject<\/strong> – the subject of your Margin forecast
6. The year<\/strong> – for which the Forecast is valid.
7. Currency<\/strong> –\u00a0 you can easily create a Forecast in any currency. Just select currency first and then confirm.
8. Status – <\/strong>you specify the status of the Forecast. If you select the Processing status<\/strong>, the Forecast is not active – no Client overhead<\/strong> is created. If you select the Approved status<\/strong>, the forecast is active and Client overhead is created.\u00a0
<\/strong>9. The financial table<\/strong> is the main part of the Forecasts.<\/p>\n
<\/strong>– Subject <\/strong>– fill in the subject of the first item. This subject will then also appear as the name of the Client overhead.
– Fill in<\/strong> the planned gross margin for each month<\/strong>. If the amouns are same for every month, you can easily copy the value by holding the bottom corner of the field and dragging into the other fields.
– Summary<\/strong> – this field is used for short notes<\/strong>, which are then visible in the Client overhead.<\/strong>
– Category<\/strong> – choose the proper category for this – Client overhead
– Hierarchy – <\/strong>you can add another value to hel you to sort Client overhead budgets in the view.
– Owner<\/strong> – is the owner of this Client overhead.<\/p>\n
– Click on Reports – Business report.<\/strong><\/p>\n