Revenue Projection Tool Set Up and Use

Ensure your Revenue Projection Tool is set up correctly with the instructions provided. Deviating from the instructions will result in errors and inaccurate Business Plans.


Do

  1. Always double check column order
  2. Check Errors and Unallocated Alerts
  3. Always distribute revenues after updating data or not having used the tool in awhile (Revenues do not automatically distribute) 
  4. Ensure Critical Dates are: (can be modified in the grid)
    1. Not in the Past
    2. Not Blank
    3. Not Before/After one another (e.g. Construction Start is before Anticipated Award Date)
  5. Distribute Projects with blanks in the Distribution Logic Column


Don’t

  1. Extract the data without redistributing and/or updating outdated information
  2. Ignore Errors or Unallocated Notifications
  3. Change Stages  or Probabilities via the Revenue Projection Grid (Use the Opportunity Grid or Record to update)
  4. Use Zero $’s or Zero Probabilities in your Open Opportunities. These opportunities should be closed if there is truly zero chance of them moving forward


Populating Your BP Detail Substantiation

When inputting your Revenue Projections export from Cosential into the substantiation workbook, the following framework will mitigate errors and inaccurate Business Plans.  


Do

  1. Ensure No Dates are blank or in the past*
  2. Ensure Distribution Logic Column does not have any blanks*
  3. For separate department plans, copy the rows of the department you want from the Cosential Export File
  4. Enter DM Adjustments individually for Department Plans
  5. Input data into FMW with the same row names on Tab 01-FMW Mktg Plan for each Department

**If you have any blank cells, go back into Cosential and complete missing information and repeat ALL export steps.


Don’t

  1. Filter any columns in the final submission
  2. Manipulate or Delete Data in rows on Tab 03 once input
  3. Ignore Data in Red Cells, this data needs to be corrected
  4. Put DM Adjustments into FMW, but not into Tab 02-Mktg Burnoff