Objective: Follow the production amount in revenue per month
Operating or calculation rules
On projects
Past
Widgets retrieve the actual production value.
This data is visible in
Finance > Finance Dashboard > Production.
Current and future months
Declared production is accounted for in the current month.
The remaining production is allocated pro-rata over the remaining days from tomorrow to the end of the project.
Specific cases based on progress
Based on load: planned time × Average Daily Rate. The total project amount is no longer used.
Based on billing: amounts are allocated according to the schedule.
Monthly weighting: weightings specified in the project edition are respected for the current and future months, regardless of whether progress has been declared. Only past months display the actual declared production.
Manual progress with exceeded end date: remaining production is not projected.
💡 For project-by-project monitoring, use the "Monthly production per project" widget.
On your quotes:
Get a projection of potential production based on your quotes' win probability and the indicated start and end project dates.
Filters: The widget can be filtered by BU (Business Unit).
Profiles with access (by default): Access to this widget is tied to specific permission in the configuration: > configuration furious > permission management > finance > Widget: access to Monthly Production widgets