Budgets & Forecasts


Budgeting in Advantage Software

Being able to effectively forecast future business and build accurate client budgets is a key practice in running a profitable agency. The client budget application is fully integrated with job forecasts and project plans allowing you and your management team to create unlimited budget variations that can be used to help predict revenue and the resources you need to generate it.

Build on the Past

Create an initial budget based on client and agency expectations that sets the stage for the coming months. Use prior-year budget information or actual historical data so you don’t have to recreate the wheel every time.

Plan the Way You Want

Use the project forecasting tool to record expected revenue and staff usage or use employee assignments and planned hours from project schedules to update the forecast within the master client budget.

Actual, Updated & Accurate

Actualize the budget and roll-forward the balances so you can clearly see what is expected for the coming months. Update the forecast monthly to see exactly where you stand.

Analyze & Predict Resource Needs

Use the Advantage Software employee utilization forecasts and project schedule assignments to analyze employee resource needs now and into the future.

Maximize Efficiencies, Decrease Risks & Increase Profits

Discover how today!