Our Approach
Built from the data that defines your business.
It’s about understanding the data that already exists in your business and turning that data into a clear, actionable and bias-free view of the future.
At Encina Solutions, we build custom revenue forecasts that are rooted in your reality, not generic templates or assumptions. Our models are designed to help leadership teams plan, adapt and grow with confidence.
Here’s how we do it:
We Start with What’s Real
We begin with your historical performance—cleaning, analyzing and understanding the patterns behind your revenue. We look at:
- Past sales trends
- Customer behavior
- Seasonality and cyclicality
- Product, channel, or regional breakdowns
This becomes the foundation of a forecast that reflects how your business actually operates.
We Layer in What’s Next
Most forecasts miss the mark because they ignore what’s in the pipeline or on the horizon. We bring in forward-looking data to sharpen your view:
- CRM or sales team forecasts
- Active quote and proposal volume
- Pricing changes and growth initiatives
- Sales cycle velocity and conversion rates
We tie these insights directly into the model—so it stays aligned with your frontline realities.
We Add Context That Matters
Your business doesn’t operate in a vacuum. We integrate relevant macroeconomic, industry and market data to adjust for:
- Inflation and cost trends
- Demand shifts in your sector
- Leading indicators that impact your customer base
The result? A forecast that adapts to real-world conditions, not just internal optimism.
We Build a Forecast That Lives and Breathes
This isn’t a one-time spreadsheet. We build dynamic, driver-based models that flex with your business:
- Rolling 12-18 month outlook
- Forecast vs. actual variance tracking
- Ready-to-present visuals for boards, banks or investors
Each model is custom-built, transparent and easy to maintain—no black boxes.
We Keep You Ahead of the Curve
After the build we don’t disappear. We turn your forecast into a living tool, updated monthly to keep pace with your business. Forecasting is not about guessing the future—it’s about being ready for whatever it brings.
Let’s Build Your Forecast
It starts with a simple conversation.
Let us show you what’s possible when you Know What’s Next.
