Annual business plan
Targets by measure, allocated to quarters, months, academies, delivery modes and managers. The approved baseline is kept as approved; changes are made in a revision and forecasts never overwrite a target.
Plan versions
One approved baseline per year. Earlier versions stay in the list.| Version | Status | Recognised revenue target | Prepared | Validated | Approved | Note |
|---|
Workflow
Allocations
Validation
Who can do what
| Role | Baseline | Draft revision |
|---|---|---|
| Owner / CEO | View. Approve a revision | Edit, validate, approve |
| Finance | View. Maintain definitions and actuals | Edit and validate. Cannot approve |
| Sales, Marketing, Operations | View. Monitor own allocated targets | View only |
The role switch at the top changes what this page allows. It is static hiding for the demonstration, not production authorisation. Roles and permissions
Revision history
Forecast updates
| Update | Date | Forecast year-end | Target it is measured against | Gap |
|---|
A forecast update is its own record. It points at the baseline it is measured against and never changes it: the target column is the same in every row. Recognised revenue only; other measures have their own forecasts on the dashboard.