Forecast Revenue

Plan Confidently.
 Grow Smarter.

Total Synergy gives A&E practices the software tools to forecast revenue with precision, support financial planning, and manage financial swings, and make confident, data-driven decisions that drive growth.

Predict, Plan and Prosper

See the Future of Your Business

Get a clear view of projected income across every project in your sales pipeline and backlog. Total Synergy's revenue planning tools help you make smarter decisions on resource allocation, cash flow, and growth, so you can stay ahead and in control.

Zoom In on Stage-Level Revenue

Break down revenue forecasts by project stage so you can see exactly when revenue recognition happens at each milestone. Spot financial gaps, optimise performance, and make sure no pipeline opportunity slips through.

Adapt Forecasts as Projects Evolve

Run quick scenario planning by adjusting project likelihoods or timelines and instantly see the impact on your forecasts.

Visualise Revenue with Intuitive Gantt Charts

Turn your revenue data into a visual plan with drag-and-drop Gantt charts. Adjust project timelines, see the impact on revenue and resource allocation, and align project delivery with business goals.

See How Total Synergy Impacts Architects and Engineers

2x

Double invoicing capacity

75%

Time saved on invoicing

30hrs

Saved on projects per week

18k+

Global A&E users

Customer Story

What Happened When STP Engineering Started Using Total Synergy

ENGINEERING PRACTICE

AUSTRALIA

99%

Timesheet Compliance

3x

Faster Invoicing

“In hindsight, I should have just started with Total Synergy on day one. I would definitely recommend it. If you’re taking your business seriously, and you want to make sure your projects are performing, then it’s a no brainer.”

TIM HANSEN

Director

“I would definitely recommend Total Synergy. The development that’s going into it is incredibly good. The user interface is so great. I can find everything I need in a couple of clicks.”

STEPHANIE MOORE

Operations Manager

URPS

“There’s big opportunity for us to be more profitable, and Total Synergy is part of how we get there.”

MATTHEW KING

Managing Director

Features That Elevate Your
Financial Forecasting

Forecast Revenue 1
Forecast Revenue 3

Enhance Your Experience with Synergy Add-Ons

Discover additional features that expand Total Synergy’s capabilities for architecture and engineering firms.

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Our experienced team is here to guide you through how Total Synergy can transform your project management approach.

 

Take the first step toward transforming your practice. In just one demo, our team will show you how Total Synergy simplifies project management, project finances, and project analytics for over 18,000 A&E professionals.

“Total Synergy was the tool that actually spoke our language.”

OLIVIA HAMILTON, OFFICE MANAGER

LAB-WORKS ARCHITECTURE

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From project management to financial clarity, explore the tools and insights that empower A&E firms to operate seamlessly and profitably.

Frequently Asked Questions About Revenue Forecasting Software

What is revenue forecasting for architecture and engineering firms?

Revenue forecasting is the process of projecting future income based on your backlog of signed work, the opportunities sitting in your sales pipeline, and the likelihood each one converts into delivered fees. For A&E firms, this needs to account for project stages and timelines specifically, since fee income is rarely a single lump sum but rather staged across the project lifecycle. Done well, it becomes the backbone of financial planning and revenue planning across the whole practice.

Unlike generic revenue forecasting models that rely on a single company-wide target, Total Synergy takes a bottom-up forecasting approach: it builds forecasts from stage-level project data and timelines, weighted by likelihood, so the forecast reflects realistic timing rather than an optimistic best case. This gives a much clearer picture of when revenue will actually land, which matters for cash flow planning, financial planning, and staffing decisions.

Yes. Because Total Synergy connects forecast revenue with project timelines, firms can see not just how much work is coming, but when, and whether current team capacity can absorb it. This makes resource allocation a forward-looking exercise rather than a scramble: you can run simple scenario planning by adjusting a project’s likelihood or timeline and instantly see how it shifts your resourcing and hiring needs.

Revenue forecasting looks at when fee income is earned as project stages are delivered, which is essentially a revenue recognition question, while cash flow forecasting looks at when that income actually hits the bank, factoring in invoicing timing and payment terms. Total Synergy’s revenue forecasting gives you the delivery-side picture, which then feeds into broader cash flow planning and syncs with the accounting systems you already run, including Xero, MYOB, QuickBooks Online, and Sage.

Spreadsheet-based forecasts usually rely on manual updates and rough estimates, which go stale the moment a project timeline shifts or a timesheet doesn’t get logged. Generic software tools built for other industries run into the same data quality problem, since they weren’t designed around staged professional fees. Total Synergy’s forecasts update automatically as project stages progress and timesheets are logged, so the forecast stays current without someone having to rebuild it every month.

Most revenue forecasting software uses one of a handful of standard models. Top-down forecasting starts with a company-wide target and divides it down across teams or periods. Bottom-up forecasting builds the number from the ground up, aggregating individual deals or projects. Some tools layer in statistical techniques such as a moving average or linear regression to smooth out historical trends, and a growing number use time series analysis or machine learning where there’s enough historical data to train on. Subscription businesses lean on these models to track Annual Recurring Revenue (ARR) and Monthly Recurring Revenue (MRR), since recurring revenue moves in fairly predictable patterns. Project-based A&E firms don’t have that luxury: fee income depends on where each project sits in its lifecycle, not on a subscription renewing every month.

A forecast is only as good as the data feeding it. If your CRM data is stale, if a deal sits in the wrong pipeline stage, or if your accounting systems and Total Synergy aren’t talking to each other, your revenue forecasting software can still produce a confident-looking number that simply isn’t right. Total Synergy keeps pipeline data connected to live project data across the business, from Synergy CRM through to timesheets and invoicing, so data quality stays high without someone auditing it by hand every month.

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Why Total Synergy?

Simplify Product Delivery

Free Your Team to Focus On What They Do Best: Delivering Great Projects

Reduce Project Risk

Reduce Project Risk with Real-Time Financial Insights.

Win the Right Projects

Win Projects That Drive Profit and Avoid the Ones That Don’t.

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Expert A&E-Focused Support Whenever You Need It.
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Produce Budgets & Quotes

Make budgeting and quoting easier, more accurate, and less stressful.

Manage Projects

Stay organized, on time, and on budget with tools that drive project profitability and efficiency.

Track Time

Track time effortlessly, stay on budget, and improve billing accuracy at every project phase.

Allocate Resources

Easily see who’s working on what, their availability, and how to best balance workloads.

Process Invoices

Get invoices out faster, reduce delays, and keep cash flowing with clear project finances.

Track Finances

Make budgeting and quoting easier, more accurate, and less stressful.

Decide with Data

Make smarter decisions with real-time dashboards and reports.

Forecast Revenue

Gain crystal-clear visibility into your future revenue, project profitability, and resource needs.

Apply Document Control

Centralize your project information for seamless collaboration, better control, and fewer headaches.

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