---
title: "Revenue Forecast > Reviewing, Editing & Approving"
canonical: "https://technology.bytangram.com/space/TGKB/769884167/Revenue%20Forecast%20%3E%20Reviewing%2C%20Editing%20%26%20Approving"
format: markdown
---
Reviewing, editing and approving a revenue forecast is performed by the revenue forecast responsible via a notification in their WorkBook inbox. 

| **ON THIS PAGE YOU WILL FIND:** |
| --- |
| > Macro (toc) |

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## WHO REVIEWS THE REVENUE FORECAST?

The revenue forecast is reviewed by the **revenue forecast responsible**. This is usually someone who is hands on with the client or job e.g. an Account Manager, Project Manager etc. 

![image](media://d00dc5b1-b8ac-4fb3-bb3c-98e7d4bc5249)


This is automatically populated with a user based on how the revenue forecast is [configured](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/769916929/Net+Revenue+Forecast+%3E+Configuration) in the **finance & administration** module

![image](media://e58666ad-a8e4-4302-accc-7f2d1903a3a6)


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## REVIEW THE REVENUE FORECAST

- Once the revenue forecast is sent for review, a **notification** to review the revenue forecast will go to the net** **revenue responsible’s **WorkBook inbox **

![image](media://c6e8fe49-a486-43bb-95d9-4a79081d2992)


> 📝 The forecast here is formatted the same way as in the finance & administration module, with client subtotals in the main grid, and details relating to a particular client in the sub grid

- Select the **client** in the main grid (top panel) to see a list of jobs for that client in the sub grid (bottom panel)

![image](media://0e324886-ae6e-4a2a-aa2e-6bfbe3a89467)


> 📝 The records that are visible in the sub grid are only those where the user is set to be forecast responsible

- In the** job** tab > select the** job** you wish to review
- **Review** the forecast

![image](media://23e81f74-2f95-4c16-916b-266752d0e194)


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## ADJUST THE REVENUE FORECAST

If an adjustment needs to be made:

- Click into the **monthly forecast cells**

![image](media://68c8a40a-d0ea-4b8e-b1d3-b7d9fd21ae2e)


- Type in the  **revised amount** to manually adjust
- Click **enter**
- Cells where adjustments have been made will be **highlighted in blue **to indicate that the automatic forecast has been overwritten

![image](media://178d93b4-9179-4d96-a72c-2c5d3af611b1)


> 📝 The client subtotals and the live amounts update as soon as you press enter

![image](media://894bccb3-0129-420c-9e46-9c91813ff34e)


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## APPROVE THE REVENUE FORECAST

After you have reviewed the record you can then approve it, to show that the record has been assessed and approved.

- Click on the for **approval** icon > select **approve**

![image](media://8b288c4c-2144-4559-9f02-d60d5b1bd535)


- The icon changes to a **green tick** indicating that this record has been reviewed an approved

![image](media://62690f8c-2abd-412d-90db-75ed437726ac)


> 📝 Some agencies prefer to lock the forecast on a specific time and date as a matter of process

- The **progress bar** in the top right corner demonstrates how many records in your forecast have been approved

![image](media://29bd13eb-70cb-46fc-9dcc-3a9c39a18e66)


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## REVIEW, EDIT & APPROVE - PIPELINE

The forecast is pulled from the from pipelines in the [CRM module](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/646250505/CRM+%3E+Pipelines+Overview). 

- Repeat all of the above steps for the **pipeline **tab (if applicable)

![image](media://acf76321-3481-4970-b731-93caba25868a)


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## REVIEW INTER-COMPANY

Inter-company forecasts the revenue impact where revenue is shared across multiple companies. 

- Go to the** inter-company** tab to review (if applicable)

![image](media://acf76321-3481-4970-b731-93caba25868a)


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