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How the Financial Forecasts solution works...
You provide the forecast information - sales and cost projections, fixed asset spend, stockholding requirements etc. and realistic assumptions about customer payment profiles, lease terms and interest rates.
Most clients send us their own spreadsheets detailing forecast P&L information (sales and costs etc) and we are happy to work from these. Some use our simple P&L Template - see Input Data webpage. We also ask clients to complete as much as possible of our Forecast Questionnaire spreadsheet.
We provide a professional modelling and report preparation service to complete your forecast.
This ensures you keep control and ownership of your forecast. The service is transacted by email with an in depth Forecast Discussion (by phone) and additional telephone support as required. The main stages are set out below :-
Initial contact - requirements, questions, budget costs etc.
you email your forecast information - sales and costs, payment terms, fixed asset spend, lending/lease terms etc.
Email your spreadsheets and our Forecast Questionnaire spreadsheet
Send as much info as possible but skip gaps - see Forecast Discussion
we review your data and quote for preparing your forecast
Forecast Discussion to clarify issues & validate data
Allow time - we need to understand your business
we model your business and email a draft forecast
3 day turnaround as standard, next day premium service
you review and email any input data or other changes
we email your final forecast
It's easy to use, professional and quick. And it's guaranteed.
Our Guarantee
We believe you'll be happy with your forecast - see Downloads for a Sample Forecast. If your draft forecast falls short of your reasonable expectations, simply tell us why and we will re-work your forecast at our cost. No quibbles, no fuss.
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