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LiveLive · real project dataCalifornia GC
Revenue & Resource Planning
Revenue forecasting and crew planning, tied to the pipeline.
The problem
Once work is sold, the questions turn financial: how much revenue lands each month, whether a job is tracking to budget, and who is free to staff what's coming. Those answers lived in disconnected spreadsheets. We built revenue and resource modules on top of the same pipeline data.
What we built
- Revenue dashboard: contract value, billed to date, and over or under budget
- S-curve forecasting with planned, actual, and projected revenue
- Monthly PM updates that roll straight into the forecast
- Resource planning grid: utilization and over-allocation across the team
- Capacity forecast: demand vs. available crew over the next 12 months
Signal
- Live with real revenue and capacity data
- Forecasting and staffing tied to the same pipeline