Revenue Manager Champion

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Champion Focus

The Revenue Manager Champion combines item cost analysis with budget and forecast management to give you a clear picture of revenue health. Spot cost anomalies, adjust forecasts, and keep your financial data accurate.

What You Can Do

Analyze Item Costs

Understand your cost structure and identify revenue-impacting issues:

• Search items by purchase/manufacture type, cost elements, or item attributes
• Review Current Cost breakdowns -- Material, Labor, Burden, Overhead, and Subcontract
• Add activity feed comments to document cost reviews

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Cost queries return the Current Cost set for the site listed on the item's master record.

"Show purchased items with zero material cost"
"Find items in product line ELECT with high burden costs"
"What's the cost breakdown for item 01010?"

Manage Budgets and Forecasts

View and adjust your financial plans:

• Query monthly figures for any GL account and year
• Compare budget vs. forecast with variance analysis
• Update amounts using absolute values, percentages, or match modes
• Filter by sub-account or cost center for detailed views
• Entity memory -- choose your entity once and it is remembered for the session

"Show budget and forecast for GL account 5000 for 2025"
"Update Q2 forecast by -5%"
"Set budget to match forecast for March"
"Show account 4200 for entity 20EURCO"

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How It Works

Cost Analysis

1. Describe what you are looking for -- filter by item type, cost elements, or attributes
2. The Champion returns a table showing the Current Cost set for each item
3. Each cost category shows This Level (TL), Lower Level (LL), and Total
4. You can add comments to items to document your review

Cost categories:

Budget and Forecast Management

1. Specify the GL account and year
2. If multiple entities exist, choose one (remembered for the session)
3. Monthly and quarterly figures appear with budget, forecast, and variance
4. Request updates with a before-and-after preview before confirmation

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Common Use Cases

Quarterly Forecast Adjustment

Scenario: Adjust forecasts based on actual performance.

You:       "Show budget and forecast for account 5100 for 2025"
Champion:  [Shows monthly figures with entity selection]

You:       "Decrease forecast for Q2 by 8%"
Champion:  "Before -> After:
           April:  $62,000 -> $57,040
           May:    $65,000 -> $59,800
           June:   $61,000 -> $56,120
           Proceed?"

You:       "yes"
Champion:  "Q2 forecast updated."

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Tips and Best Practices

Cost Analysis

• Filter by zero costs to quickly find items missing cost data
• Cost queries return the Current Cost set for the site on the item's master record
• Add comments to items after reviewing to leave an audit trail

Budget Management

• Use match mode to quickly synchronize: "Set forecast to match budget"
• Batch updates work across months and quarters in one step
• The Champion always shows both budget and forecast side by side

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Troubleshooting

Cost data looks incomplete

• Cost queries return the Current Cost set only, for the site on the item's master record
• Standard (GL) costs and site-specific cost overrides are not available through this Champion

Budget entity confusion

Say "switch to entity X" to change your entity selection at any time during the conversation.

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Limitations

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