The Revenue forecast page compares the income you're commissioned to earn against what your published rota will cost in wages, and shows the margin. It's admin-only and reads from the funders and rates you've set up.
How the numbers work
For each supported person, revenue is their commissioned (funded) hours multiplied by their effective rate — the per-person override if there is one, otherwise the funder's default rate. Labour cost is the wage cost of their scheduled, published shifts, from the same pay engine as the cost bar. Margin is revenue minus labour, shown in pounds and as a percentage.
Reading the page
The strip at the top shows org totals: Forecast revenue, Labour cost, Margin, Margin % and Funded hours. Below that, a By funder table rolls everything up per commissioner, and a By supported person table breaks it down per area with funder, funded hours, rate, revenue, labour and margin.
Use the range buttons — Last 4 weeks, Last 12 weeks or This month — to change the period. Margin is colour-coded: green for healthy, amber when thin, and red when negative.
Warnings to watch for
No charge rate — a commissioned person with no funder and no override; their revenue isn't counted. Assign a funder or set a rate to fix it.
Unpriced labour (an amber triangle by the name) — some scheduled shifts have no pay rate, so the labour cost is understated and margin looks better than it really is.
Unattributed labour — a footnote noting wage cost sitting on archived or closed people, which has no commissioned revenue to forecast against.
- 1Open **Rota overview** from the Admin menu and choose **Revenue** from the **More** menu (admins only).
- 2Pick a period with **Last 4 weeks**, **Last 12 weeks** or **This month**.
- 3Read the org totals strip for **Forecast revenue**, **Labour cost**, **Margin** and **Margin %**.
- 4Review the **By funder** table to compare commissioners.
- 5Review the **By supported person** table for per-person detail, watching for **No rate** and the amber unpriced-labour triangle.
- 6Fix any gaps: set rates under **Settings → Staff Rota → Funders** or assign a funder on a person's rota settings.
- Revenue is based on commissioned (funded) hours, not delivered hours — it's a block-contract margin view.
- Only published shifts count towards labour cost, so publish the rota before relying on the margin.
- An amber unpriced-labour triangle means a role or staff member is missing a pay rate — set it so the margin is accurate.