The PM Forecast Dashboard provides metrics for forecasting revenue and labour time on contracted routine maintenance up to 12 months in advance. To access the dashboard, go to Insights and Reports > Operations > PM Forecast.
Required setup
In order for the dashboard to to provide accurate forecasting, you must have the following configured on the property:
Routines that have estimated durations set up on their service levels.
Setting/updating estimated durations
Setting estimated durations on routine service levels can be done in the following ways:
Manually, when adding routines to the property
Update existing routine service levels on properties with a bulk action
Go to Customer data > Routine Servicing > Routine Service levels
Add filter Has Estimated Duration > No
(Optional) set any other filtering options if applicable
Select them all > Edit > add time in hours in the Estimated Duration field (i.e. 1.5h = 1 and a half hours or 90 minutes)
Apply Changes
Updating the estimated duration against service levels via a data import
Filtering
You can narrow down the metrics you want to see by the following filters:
Note: Filters marked with * are only visible if enabled on your workspace.
Client/Client Group
Client Account Manager
Branch*
Zone*
Service group
Routine Service Type
The following time frames:
Financial year
Calendar year
Quarter
Months
Next 12 Months (default selection)
Next 3 Months
The forecast data you see will automatically update as you make your filtering selections.
Contract Revenue Forecast
This view displays expected revenue for your fixed and do & charge billing contracts for the selected timeframe, with a month by month breakdown. Hovering the cursor over the bars in the graph will display the breakdown for that month.
PM Forecast Analysis
This view forecasts the amount of time expected on routine maintenance for the selected timeframe, based on the estimated durations set on the routine service levels on the property. Data can be grouped by filtering categories, and pivoted by month, week or a combination of both.
