Flagship Service
Custom revenue forecasting, built for now—and for what’s next.
Gut-driven planning, outdated spreadsheets or disconnected sales targets create blind spots that lead to missed goals, cash flow stress and tough investor conversations.
Our Flagship Service solves that by giving you a clear, reliable view of your revenue future—and keeping it up to date as your business evolves.
What You Get:
One-Time Custom Forecast Build
We start with a deep dive into your historical sales data, Forward-looking opportunity data and external macroeconomic data to build a revenue model tailored to your business. Includes:
- Cleaned and structured historical data
- Identification of key revenue drivers
- 12-18 month outlook leveraging historical, forward looking and macroeconomic data
- Visual reporting designed with you in mind (live dashboards or Excel format)
This is not a templated spreadsheet. It’s a custom-built model designed to give your company confidence about what’s next.
Monthly Forecast Roll forward & Strategic Support
- Monthly forecast updates and data refresh
- Actual vs. forecast variance analysis
- Assumption tuning
- Executive summary for leadership, boards or lenders
Your forecast becomes a living tool, not a static document.
You’ll always know where you stand—and where you’re headed.
Why Recurring Matters
- Forecasts stay aligned with reality, not outdated assumptions
- You build a rhythm of insight for your leadership team
- You make better, faster decisions with confidence
Who This Is For
- Companies between $10M–$100M in annual revenue
- Businesses across sectors
- Leadership teams, owners and board of directors who want go-forward clarity
- Teams ready to replace guesswork with structured revenue forecasting
Let’s Build Your Forecast
It starts with a simple conversation.
Let us show you what’s possible when you Know What’s Next.
