How to use the Margin Forecast report

First published on August 5, 2025 , updated on August 5, 2025

This guide will help you understand and use the 'Margin Forecast' report in the VOGSY back office.

The Margin Forecast report is a powerful tool designed to help you analyze and anticipate your project margins. It allows users to retrieve margin forecast data and export it directly into Google Sheets or Microsoft Excel for further analysis.

Generating the report

To generate the report, navigate to the back office reporting section and select 'Margin forecast'. You can filter the data based on the following criteria:

Date Range: Specify a start and end period from year/month to year/month.
Company: Select a specific company to view its data.
Revenue type: Filter the report by a specific revenue type, or include all types.

The primary output is a tab named ‘VOGSY data’, which displays all figures in the base currency.

Multi-currency feature

If your organization uses multi-currency, the report will include additional tabs for each company. These company-specific tabs show the same data set, but all financial amounts are conveniently converted into the local currency of that particular company.

Report columns description

The following columns are available in the Margin Forecast report:

Column Description

Year
The calendar year of the data entry.
Month
The calendar month of the data entry.
Customer
The name of the customer associated with the project.
Project number
The unique identification number for the project.
Project
The name of the project.
Project manager(s)
The name(s) of the assigned project manager(s). Multiple managers will be separated by a comma.
Company/Department
The specific company or department the project belongs to.
Revenue type
The category of revenue associated with the entry.
Project label(s)
Any labels assigned to the project for categorization. Multiple labels will be separated by a comma.
Actual revenue
The actual revenue recognized for the period, shown in the base currency.
Actual cost
The actual costs incurred for the period, shown in the base currency.
Actual margin
The actual profit margin (Actual Revenue - Actual Cost), shown in the base currency.
Forecast revenue
The projected revenue for the period, shown in the base currency.
Forecast cost
The projected costs for the period, shown in the base currency.
Forecast margin
The projected profit margin (Forecast Revenue - Forecast Cost), shown in the base currency.