Guide
Forecast revenue without guessing
Build a simple, honest picture of what money is likely coming in over the next few months.
Start from what you already know
List confirmed orders, signed contracts, and recurring customers first, this is your most reliable base number.
Add a realistic estimate for new business
Look at your historical close rate on leads or new customers and apply it to your current pipeline, rather than assuming everything converts.
Break it down by month, not just a total
A single annual number hides seasonal dips and spikes. Monthly projections show you which specific months might be tight.
Compare actuals against the forecast regularly
Each month, check how close you landed to the projection. The gap teaches you how to forecast more accurately next time.
That’s the whole thing.
Keep going
What to read next
- 01
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Build your first simple budget
Put together a working budget in an afternoon, without needing a finance background.
- 02
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Understand your cash flow, not just your profit
Learn why a profitable business can still run out of money, and how to watch for it.
- 03
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Build a cash buffer for slow months
Set a target reserve so a bad month doesn't turn into a crisis.