Team Targets & Forecasting
Quarterly revenue targets and monthly actuals per team — the whiteboard, in the portal. Set next quarter from this year's run-rate plus the value of new contracts won.
Targets & Actuals
Quarter Planner
Contracts
2025 History
Year
Show
Plan
Run-rate window
Base = each team's average actual over the chosen window of completed months this year (the run-rate). Contracts (from the Contracts tab) add their monthly value to the months they cover. The proposed figure is editable — tweak any cell, then Apply to write them in as that quarter's targets.
Add a contract
A contract worth £value spread over N months adds £value ÷ N per month to the proposed target for the months it covers. Only Won and Pipeline feed the planner (Pipeline shown separately).
2025 monthly actuals (reference) and year-on-year against the 2026 target.