Infographic: Essential Reports for Agency Managers - Forecasting

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Information about Infographic: Essential Reports for Agency Managers - Forecasting
Business & Mgmt

Published on March 7, 2014

Author: Exsystems


FIVE ESSENTIAL REPORTS  for Agency Managers    5 FORECASTING REPORT  STAFF    ANNUAL  ARTW  COPY‐  CREATIVE LEAVE  WORK  WRITING  DESIGN  POWERPT  DESIGNER  TOTAL    CHARGE CODE  W/C  W/C  3/6  10/6  W/C 17/6  W/C 24/6  W/C  1/7  Martin Crehan    10  12.5  2      24.5  Artwork  8.5  4.25  10  6   3 Anne Jones  7.5  1.5  2    7.5  18.5  Design  13  9.25  3  9.75  5 Barbara Naim    3.75    7.5  2  13.25  Pitch work  3  6  7.5  4.5  7 TOTALS 24.5  19.5  20.5 20.25 15 CLIENT  JUL  AUG SEP  TOTAL Snoopy Chews  1014.75  1000.00  250.00  2264.75 Ward Homes  3237.00  12637.00  313.98  16187.98  Ace Electronics  3755.00  920.00  340.00  5015.00  TOTALS  8006.75  14557  903.98  23467.73  WHAT IS FORECASTABLE?   Resource planned work, by person, role or team, and  summarise capacity by role. Open opportunities and/or revenue forecasts shown  against a timeline, typically by client and account handler. Estimated gross and net profit  can be shown, plus opportunity weightings.  ALL ESTIMATES BY SYNERGIST, BASED ON USER INTERVIEWS CONSIDERED  ‘ESSENTIAL’ BY  THESE ROLES  USAGE  b USED BY  SECTORS  FREQUENCY  MOST USED  PRIMARY  BENEFITS  jj   MANAGING  DIRECTORS  FINANCE DIRECTORS  STUDIO  MANAGERS  CREATIVE  AGENCIES  DIGITAL AGENCIES  PR CONSULTANTS  DAILY  WEEKLY FINANCE /  ADMIN  MONTHLY 1  AWARENESS OF  EMERGING ISSUES  Be aware of possible and  surfacing issues . Be pre‐ warned while there’s time  to act.  2 MARKETING‐ AGENCIES  ACCOUNT MANAGERS  TAKE  RESPONSIBILITY  It makes it easier for key  staff such as account  directors to take  responsibility and play  their part in making the  business thrive  IN‐HOUSE  MARKETING  OTHER PROFESS’L  SERVICES  3  PEAKS AND  TROUGHS  Information like this helps  the business to smooth  inevitable peaks and  troughs     SAVES TIME  IMPACT ON  COMPANY  6 10 REDUCES LEAKS OF  CHARGEABLE TIME  8 GIVES EARLY WARNINGS  AND ALERTS  8 INCREASES CONTROL  AND VISIBILITY  7 IMPROVES CASH FLOW 10 TYPICAL USER  COMMENTS  SPINOFF  BENEFITS  j STAGE BILLING  Stage billing is greatly simplified, based on planned values. AUTOMATION  IN BILLING  Billing, a time‐consuming and error‐prone process when handled manually,  can be semi‐automated to give a speedy, accurate result.  KEY WORDS  K ) CLEVER STUFF  BIG PICTURE  E AUTOMATION Many parts of your forecast can be maintained automatically, based on other  information held about your jobs in the system.  Estimates and dates can be produced automatically if you want – it’s your  option.  WHAT IT  DELIVERS  ‘THE PLAN’   It addresses the shortfalls in your revenue plan, and it informs you whether  you are under or over capacity. /downloads                                01625 572690

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