A forecast review should have a clear starting point. The receiving team needs to know which inputs have been accepted, what period they cover, and which assumptions still need review.
Tetra treats the accounting-to-forecast handoff as a workflow with an explicit sender, receiver, and acceptance condition.
Agree what is being handed over
Define the deliverable, source hierarchy, job mappings, cutoff, and delivery deadline. Specify the checks required before the receiving team uses the inputs.
Document how late accounting adjustments or reviewed job changes are communicated. Make the version approved for use visible to both teams.
Keep assumptions reviewable
The forecast preparation process should retain the sources and assumptions behind its scenarios. Assign an owner to discrepancies and define the escalation path when an answer is not available in time.
Revenue forecasts, revenue recognition, billing, and cash collection serve different purposes. Keep the scope and definitions explicit rather than presenting one as a substitute for another.
Measure delivery and accuracy separately
A candidate primary measure is elapsed time from accepted inputs to an approved forecast. Supporting measures can reveal preparation effort, waiting time, and recurring rework.
If forecast error is also being evaluated, define that measure separately. Faster preparation does not establish that the outlook became more accurate.
From strategy to daily practice
Baseline measures the handoff. Blueprint agrees the operating and data foundations and the role of AI. Build puts preparation and review into use, then transfers the ability to keep improving the workflow.