The PM Forecast Dashboard helps you understand your preventative maintenance workload and expected revenue. Use it to plan technician schedules, budget for labour costs, and track contract revenue over time.
What You'll Learn
How to access and use the PM Forecast Dashboard
Setting up estimated durations for accurate forecasting
Understanding Contract Revenue Forecast vs PM Forecast Analysis
Filtering and customizing your forecast data
Accessing the Dashboard
On the Uptick Web Platform:
Go to Insights and Reports in the navigation bar
Select Operations
Click PM Forecast
The dashboard displays two main sections:
Contract Revenue Forecast - Expected revenue from billing contracts
PM Forecast Analysis - Estimated labour hours for routine maintenance
Required Setup
For accurate forecasting, you need:
1. Billing Contracts
Set up billing contracts on your properties. The dashboard forecasts revenue from:
Fixed contracts - Recurring fixed-price agreements
Do & Charge contracts - Asset-based or per-visit billing
2. Estimated Durations
Add estimated durations to your routine service levels so the dashboard can calculate labour hours.
How to add estimated durations:
Option 1: Individual Property
Go to the property and click Routines > Manage routine services
Select a service level and click Edit
Enter the estimated duration (e.g., 2h, 30m, or 2h 30m)
Click Save
Option 2: Bulk Update
Go to Customer data > Routine Servicing > Routine Service levels
Add filter Has Estimated Duration > No
Select the routines you want to update
Click Edit and add the estimated duration
Click Apply Changes
Option 3: Data Import Update estimated durations via a data import for large-scale changes.
Tip: Use whole numbers with "h" for hours or "m" for minutes. Examples: 2h, 30m, 2.5h, or 2h 30m.
Understanding the Dashboard
Contract Revenue Forecast
This section shows expected revenue from your billing contracts with a month-by-month breakdown.
What it includes:
Fixed Contract Revenue - Recurring revenue based on billing frequency (monthly, quarterly, etc.)
Do & Charge Contract Revenue - Revenue calculated from asset counts and per-visit charges
How to use it:
Hover over the bars in the graph to see the breakdown for each month
Use this data for cash flow planning and budget forecasting
Compare fixed vs do & charge revenue to understand your contract mix
Important: The forecast is based on active contracts only. Inactive or expired contracts are excluded.
PM Forecast Analysis
This section forecasts labour hours needed for routine maintenance based on estimated durations.
What it shows:
Total estimated hours for routines due each month
Breakdown by your selected grouping (Branch, Client, Service Group, etc.)
Data can be pivoted by month, week, or both
How to use it:
Plan technician capacity and resource allocation
Identify busy periods and schedule accordingly
Compare forecasted hours against actual time spent
Filtering Your Forecast
Customize the data you see with these filters:
Dimension Filters:
Client/Client Group
Client Account Manager
Branch* (if enabled)
Zone* (if enabled)
Service Group
Routine Service Type
Time Period Filters:
Financial year
Calendar year
Quarter
Months
Next 12 Months (default)
Next 3 Months
The forecast updates automatically as you change your filters.
Frequently Asked Questions
Q: Does the forecast include inactive properties? A: No, the PM Forecast Dashboard excludes inactive properties from all calculations. Only active and setup properties are included.
Q: Why don't I see any data in the dashboard? A: Check that you have:
Billing contracts set up on properties
Estimated durations configured on routine service levels
Active routines scheduled for the selected time period
Q: Can I download or export the forecast data? A: The dashboard doesn't have a direct download option. You can use your browser's print-to-PDF function or take screenshots. For custom exports, contact Professional Services.
Q: How often does the forecast data update? A: The dashboard updates in real-time based on your current billing contracts and routine configurations. Contract revenue calculations are cached for 1 hour for performance.
Q: What's the difference between this and the Billing Contract Revenue Forecast? A: They show the same revenue data. The PM Forecast Dashboard combines revenue forecasting with labour hour forecasting in one place.
Q: Can I filter by Property Account Manager instead of Client Account Manager? A: Currently, you can only filter by Client Account Manager. If you need Property Account Manager filtering, submit feedback to our product team.