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Forecast, A Simple Review

by Scott Max
I'll offer two ways to find the tool, software or service you need, keep reading our breakdown and recommendations, or tell us about your business and the problem you are trying to solve and we will advise you for free!

So, you are considering Forecast.

You’ll be wondering if it's a good choice for you, if its feature set compares well to other options on the market, and if it is priced affordably enough for what you get.

This article will break all that down for you and more. 

Plus, at the end of the article you’ll find links to alternatives to Forecast as well as our top picks for the options in this category.

Or, just go straight to Our top picks for the Best Project management software

Without further ado, let’s get started.

Forecast Features

Forecast helps project-based companies drive business performance. With Forecast, you can efficiently manage operations, achieve empowered teams, make strategic decisions based on accurate data and build strong client relations. Forecast enables adoption through easy-to-use time tracking and task management.

Here are some exclusive features of Forecast:

Advanced Analytics (AvA): With Forecast, you can manipulate complex data and churn out accurate reports to boost your results. AvA provides fast and intelligent insights that help you make the best decisions. You can create customizable reports that are totally tailored: to your business needs. Additionally, you can design your own visuals using Forecast's accurate real-time data.

Baseline: Forecast's Baseline is an ultimate feature for ensuring; profitability in projects. It unites sales and project teams to match what was sold and highlight inconsistencies. As a project manager, you can see whether a project is in line with your resources. Additionally, you can determine the probability of an opportunity and predict your revenue.

Auto-Schedule: With Forecast's Auto-Schedule, you can build project plans instantly. The AI estimates the tasks and assigns the best personnel for the job based on your team's roles and availability. It provides you with an editable preview of your new project plan. When change requests inevitably come in, you can incorporate them manually and see their impact on your team's workload and project timeline.

Team utilization: Forecast introduces a better way to know your resources. With a scaled overview, you can easily see your people's availability in the heat map. It enables you; to accurately strategize the long-term capacity of your organization. Managers can have a quick breakdown of people's utilization and the graph shows you how much each person is utilized.

Connected Projects: With Forecast, connecting multiple projects is really simple. Connected Projects enables you to share workflows and team members between different projects. Having a shared workflow means you can see every card effortlessly. Connected projects lead to a more efficient workflow and the possibility to create sprints across the project.

Forecast Pricing

Forecast offers 3 Pricing options, each catering to specific project requirements based on your business needs.

The "Lite" plan is priced at $29/seat/month upon annual billing and requires a minimum of 10 seats. It offers AI work automation, Lite integrations, business intelligence and time management.

The "Pro" plan is priced at $49/seat/month upon annual billing and requires a minimum of 10 seats. It offers financial portfolio reporting, retainer management, expense management and pro integrations.

The "Custom" plan's pricing quote depends on your business requirements. It ensures maximum efficiency and sustainability. The custom plan offers a project baseline, audit logging, time approvals and data migration.

Forecast Discount and Coupons

Forecast currently does not offer any discounts or coupons for its subscription plans. However, you can keep an eye on Black Friday or holiday season sales to avail an attractive deal.

Forecast Free Trial

Forecast offers a 14 Day free trial for its 3 Subscription plans without any buying obligations. You can avail the offer by using your business email. Once the trial period ends, your account will be put on hold; till you buy a subscription.

Forecast, A short how-to guide

Once you login to your Forecast account, you'll be redirected to the "Upcoming Work" section. Here, you can see the overdue tasks. The topmost window hosts the main menu bar, which is the navigation hub of Forecast.

Click on "Projects" to see your running projects. You can switch to "Planning", "Halted", "Done", and "All" to see the projects in various phases. Connected projects will appear under the same board.

Click on "Time" to view your timesheets. Here, you can see where your hours are being allocated and which tasks require more attention.

Click on "Scheduling" to view project and team schedules. You can click on a project to see its submission date and whether your teams are on time with their work. Go to "People" to see the availability of your employees so you can see which team members are underutilized.

Click on "Insights" to enter the reporting section inside Forecast. Here, you can get analytical reports on a project and do adjustments; to a particular view. Additionally, you can also see financial reports within this section to estimate your revenue generation.

Click on the "Profile" icon in the topright corner to enter the admin panel and update your account settings. Here, you can edit your company details or upgrade your ongoing subscription plan.

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