3 Methods for Establishing a Professional Services Revenue Forecast

Forecasting is an art as there are a lot of factors involved such as opportunity pipeline, resource availability, negotiated selling prices, and so on. Mastering this art requires methodology, measures, and a little bit of instinct. There are three basic methods of forecasting that I’ve used in the past to define revenue forecasts as a…

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Establishing a Professional Services Revenue Forecast

Establishing a revenue forecast in a professional services organization is an art as there are a lot of factors involved such as opportunity pipeline, resource availability, negotiated selling prices, and so on. Mastering this art requires methodology, measures, and a little bit of instinct. There are three basic methods of forecasting that I’ve used in…

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Planning and Managing Growth in a Professional Services Organization

As a professional services organization, the expectation is that the company should be consistently growing year after year. However, trying to manage growth can sometimes be more complex than obtaining growth. This is especially true for companies with growth beyond what they were expecting. On the opposite side, other organizations are performing slower than hoped…

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How To Do Metrics Reporting in OpenAir

Metrics are proven to be an effective way to evaluate your performance. In this webinar you will learn more about how to use OpenAir for evaluating and tracking your performance. We will discuss and demonstrate ways to create, track and represent metrics in OpenAir. Our live webinars are now 30 minutes to more easily fit…

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Projections – Two Ways for Fixed Fee

When reporting on forecasting in OpenAir, the charge projections functionality is widely used in conjunction with the resource management methodology and billing/revenue rules setup on the projects. For your fixed fee projects, the forecasting will produce a forecasted amount for either the value of the rule based on the date of the rule (fixed fee…

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