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Persistent
Forecasting

The ultimate way to predict growth and optimize costs

Our bespoke forecasting solutions connect operational and financial data to provide a real-time, on-demand view of performance

Achieve greater revenue
predictability

Build accurate, data-based revenue forecasts driven by customer and product-specific assumptions

New Business

Dynamic new client builds based on sales capacity, pipeline and marketing spend

Renewals

Customer-based renewal forecasts to drive accounts receivable and cash collection projections

Upsells & Downsells

Detailed recurring revenue roll-forwards deliver projected gross and net retention rates

LevelUp builds forecasts driven by operational data sources to reflect the latest operating results

This can range from complex, multi-dimensional demand planning to traditional three-statement financial models
By linking models to source data, forecasts always incorporate the latest business results, facilitating rapid reforecasting and scenario analysis
LevelUp delivers forecasts in Excel or if advanced workflow and collaboration is needed, we employ modern forecasting platforms such as Vena Solutions
This can range from complex, multi-dimensional demand planning to traditional three-statement financial models
By linking models to source data, forecasts always incorporate the latest business results, facilitating rapid reforecasting and scenario analysis
LevelUp delivers forecasts in Excel or if advanced workflow and collaboration is needed, we employ modern forecasting platforms such as Vena Solutions

Persistent Forecasting Applications

Our framework allows for several different analytical models to be output in support of
managing your business against its goals.
Some of the models we have built in support of our client’s
needs include and not limited to:
Multi-dimensional demand planning forecasts
We overcome the traditional limitations of Excel to produce demand forecasts for complex product / Go-to-market models
3-Statement Financial Models

Integrated financial models down to cash flows including scenario planning around key assumptions and drivers
Cohort Analytics
Analyzes the behavior and revenue of groups of customers over time, which is useful for predicting long-term revenue trends and identifying areas for improvement in customer acquisition and retention.
Sales Capacity Modeling
Anticipate revenue generated from sales and marketing activities.

Benefits

Bespoke

A custom forecasting solution that drives ongoing decision making and scenario building

Real-time

Integration of operational and financial data to create a persistent forecast reflecting the latest changes in pipeline, monthly financials and headcount

KPI-Driven

Forecasts are built around the KPIs that drive your business results, including integrated ARR/MRR forecasts for recurring revenue businesses

Build Narratives

Integrated management and board level outputs to rapidly communicate changes to forecasts and plans
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