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Ashley W.
AW
Staff Accountant II for MTAG Services LLC

What is the best way to forecast revenue from different types of revenue streams?

We have clients that are charged differently based on a contract. They are charged based on portfolio size, they have a based rate and incentive rate. We are not sure how to properly forecast these in conjunction with portfolio size when the portfolio is not in Intacct, but reported on from a different department.
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Gabriel G.
GG
Research Principal (ERP, Project Management, eCommerce, GRC) at G2
0
Hi Ashley, There are a few tools listed in the Sage Intacct Marketplace that may help you with forecasting. You can find them here: https://marketplace.intacct.com/Marketplace?search=forecasting* I hope this helps. Gabriel
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Greg L.
GL
Financial Analyst at Sequential Technology International
0
As I answer every question asked by my kids - Very carefully! Suggest finding revenue drivers (eg, transactions, time, items) then multiple variable by expected rate you will charge (P x Q) to get projected revenue.
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Phylis M.
PM
Admin. Asst. to Business Administrator Administrator at Bellevue Baptist Church
0
Sounds like something you will need to analyze in excel by pulling in the various components for each portfolio.
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