YouVerse — Master Plan
KPIs · Charts · 18-month plan · Monthly/Quarter view
View: Monthly
Saved: Local
KPIs are pulled from Resources (OPEX/CAPEX), Projects (pipeline), and Finance (actuals if connected).
If Finance isn’t connected yet, you can enter “Actuals” here and it’ll still work.
Actual Revenue (period)
0 OMR
From Finance module if connected, else from “Actuals” quick-entry below.
Actual Expense (period)
0 OMR
Resources (OPEX) + Finance expenses (if connected).
Actual Profit (period)
0 OMR
Revenue − Expense.
Pipeline (weighted)
0 OMR
Projects expected revenue × stage probability.
Performance Trend Revenue / Expense / Profit
18m
Tip: this chart auto-updates from Resources + Finance/Actuals. Toggle Monthly/Quarter to simplify board reviews.
Pipeline Trend Weighted pipeline
18m
Pipeline is computed from Projects stages (Lead/Proposal/Submitted/etc). You can edit probabilities inside this code later.
Quick Actuals Entry (Accountant-friendly)
If Finance is not connected yet, put actual revenue/expense here per month. It will feed KPIs.
18-Month Plan & On-Track Table
Plan values are editable. “On track” compares Actual vs Plan for the same period.
YouVerse — Master Plan
KPIs · Charts · 18-month plan · Monthly/Quarter view
View: Monthly
Saved: Local
KPIs are pulled from Resources (OPEX/CAPEX), Projects (pipeline), and Finance (actuals if connected).
If Finance isn’t connected yet, you can enter “Actuals” here and it’ll still work.
Actual Revenue (period)
0 OMR
From Finance module if connected, else from “Actuals” quick-entry below.
Actual Expense (period)
0 OMR
Resources (OPEX) + Finance expenses (if connected).
Actual Profit (period)
0 OMR
Revenue − Expense.
Pipeline (weighted)
0 OMR
Projects expected revenue × stage probability.
Performance Trend Revenue / Expense / Profit
18m
Tip: this chart auto-updates from Resources + Finance/Actuals. Toggle Monthly/Quarter to simplify board reviews.
Pipeline Trend Weighted pipeline
18m
Pipeline is computed from Projects stages (Lead/Proposal/Submitted/etc). You can edit probabilities inside this code later.
Quick Actuals Entry (Accountant-friendly)
If Finance is not connected yet, put actual revenue/expense here per month. It will feed KPIs.
18-Month Plan & On-Track Table
Plan values are editable. “On track” compares Actual vs Plan for the same period.