Divisional Forecasting Report

Short term is driven by scheduled work in TrackVia; long range by builder planning forecasts. In process $ = TrackVia projected revenue for active jobs, by Client End Date month. Upcoming est. $ = estimated value of not-yet-started TrackVia jobs. †Builder plan top-up = where a builder's planning forecast (currently DR Horton unit objectives, as of April 17, 2026) exceeds scheduled TrackVia work for that division-month, the difference is added so the forecast reflects the higher figure. Division columns include the top-up. Rows marked past due are active jobs whose scheduled end date has passed — kept in their scheduled month so slippage stays visible. Timing basis (Client End Date) to be reviewed monthly.

Booked by Client End Date where available, Cascade Final Date otherwise (80% of trailing-12-month jobs have a Client End Date).

Past = jobs completed in the trailing 12 months (by Client End Date, Cascade Final Date fallback). In process = active jobs (statuses 02–11). Upcoming = TrackVia jobs pending or needing a confirmed start. *Est. upcoming value = upcoming job count × that builder's average job revenue over the trailing 12 months (division or company average where fewer than 3 completed jobs). †Plan units / Plan top-up = the builder's planning forecast (currently DR Horton) beyond what's scheduled in TrackVia — plan units are homes, not TrackVia jobs, so they don't move the job counts. Total forecast $ = WIP projected + upcoming est. + plan top-up.

Where the top-up in the forecast above comes from. Plan units = DR Horton 2026 Unit Objectives starts (as of April 17, 2026, refreshed manually when Horton sends an update), shifted one month to expected completion and valued at that division's trailing-12-month revenue per home equivalent. TrackVia scheduled = DR Horton work already in the system for that month. Driver shows which source sets the forecast; the top-up is the amount added on top of scheduled work. Note the basis: this table is by completion month, so its unit total includes current-month starts (e.g. June starts completing in July) and will read higher than the start-month table above. Won bids and other builders' plans will layer in the same way as those inputs come online.

Per division: Jobs = not-yet-started TrackVia jobs by client start month. Units = builder plan starts (currently DR Horton unit objectives, as of April 17, 2026). Fcst = the forecast count — non-Horton TrackVia jobs plus the higher of Horton jobs or Horton plan units, the same rule the $ forecast uses. Jobs and units aren't directly summable (a townhome building is one job but several units), so Fcst is the planning number.

Won = bid status 12–16 (moved to pre-production/production, in production, final billing, needs collection). Bid amounts/projected revenue are blank in TrackVia for some won bids, so sums understate the true total.

Sources: TrackVia — Job Revenue & Profitability (full export), Jobs General (full export), Bid Info (live). Data as of July 03, 2026. Test records excluded.