Forget creating growth forecasts where you grow 10% month-over-month. Start forecasting recurring revenue by its' components instead. Bring in your sales pipeline or marketing plan to project new revenue, and have your customer success estimate churn.
You can also forecast by your product line, and get the true cash impact from your monthly and annual plans.
Build custom dashboard based on your financials and operating metrics.
Operational Forecasting requires the monthly discipline of updating your financial model and comparing what you thought was going to happen vs. what actually happened. Dashboard gives you a great high-level view to do that, while enabling you to dig deeper if anything seems off.
Put forecasting your simple expenses on Autopilot. You don't need to accurately predict what you spend on accounting or software costs each month, but you can use a 3-month average or percentage of revenue. Or even add some growth.
As new data comes in from your accounting, your Autopilot forecasts update automatically.
Forecast your current and future employees. Include raises, payroll taxes, benefits and signing bonuses for maximum accuracy.
There are multiple potential futures for your company. Plan out your most likely scenario - the Base-Case. Modify the Base-Case to the worse to see what's the worst that could happen. Most of our customers like to add a Target scenario which is where everyone wants to get to.
You company operates on an ever-changing plan. To understand what has changed and to make better decisions about the future, you need to compare your actual performance to what you thought will happen.
Our financial model structure is a true 3-statement financial model with Profit and Loss, Balance Sheet and Cash Flow Statement.
We pull your actuals from your books in QuickBooks or Xero, and enable you to forecast each account with our Revenue Forecast, Autopilot or Hiring Plan features. If nothing else fits the bill, you can forecast things manually or integrate with Google Sheets.
We help you build a custom dashboard based on the needs of your business.
Operational Forecasting requires the monthly discipline of updating your financial model and comparing what you thought was going to happen vs. what actually happened. Dashboard gives you a great high-level view to do that, while enabling you to dig deeper if anything seems off.
Forget creating growth forecasts where you grow 10% month-over-month. Start forecasting recurring revenue by its' components instead. Bring in your sales pipeline or marketing plan to project new revenue, and have your customer success estimate churn.
You can also forecast by your product line, and get the true cash impact from your monthly and annual plans.
Put forecasting your simple expenses on Autopilot. You don't need to accurately predict what you spend on accounting or software costs each month, but you can use a 3-month average or percentage of revenue. Or even add some growth.
As new data comes in from your accounting, your Autopilot forecasts update automatically.
Forecast your current and future employees. Include raises, payroll taxes, benefits and signing bonuses for maximum accuracy.
There are multiple potential futures for your company. Map them out, and see which one you are living in.
1) Build out a Target scenario for the next 12 months - this is where you want to get to.
2) How will your business survive if your growth takes a hit? What's your Worst-Case scenario?
3) Get visibility how your company is trending based on 3-month average performance
You company operates on an ever-changing plan. To understand what has changed and to make better decisions about the future, you need to compare your actual performance to what you thought will happen.
Our financial model structure is a true 3-statement financial model with Profit and Loss, Balance Sheet and Cash Flow Statement.
We pull your actuals from your books in QuickBooks or Xero, and enable you to forecast each account with our Revenue Forecast, Autopilot or Hiring Plan features. If nothing else fits the bill, you can forecast things manually or integrate with Google Sheets.
