Financial Forecasting Guide and Worksheets
This worksheet helps forecast your financial targets for the year, including gross profit, revenue, and expenses. It also helps track your monthly revenue including proposal and quotes, and expenses.
Use it with your accountant or bookkeeper to complement existing monthly accounting reports or to provide them with information ahead of time to input into your accounting software.
This guide covers four key areas of financial forecasting:
Building up financial targets using scenario calculators,
Summarising financial tracking,
Tracking revenue, and
Tracking expenses.
Share this data with your accountant or bookkeeper to load into your accounting software, or use it on its own. Utilising forecasting tools like these helps set sales targets, take action, and avoid unexpected financial surprises!
This worksheet helps forecast your financial targets for the year, including gross profit, revenue, and expenses. It also helps track your monthly revenue including proposal and quotes, and expenses.
Use it with your accountant or bookkeeper to complement existing monthly accounting reports or to provide them with information ahead of time to input into your accounting software.
This guide covers four key areas of financial forecasting:
Building up financial targets using scenario calculators,
Summarising financial tracking,
Tracking revenue, and
Tracking expenses.
Share this data with your accountant or bookkeeper to load into your accounting software, or use it on its own. Utilising forecasting tools like these helps set sales targets, take action, and avoid unexpected financial surprises!
This worksheet helps forecast your financial targets for the year, including gross profit, revenue, and expenses. It also helps track your monthly revenue including proposal and quotes, and expenses.
Use it with your accountant or bookkeeper to complement existing monthly accounting reports or to provide them with information ahead of time to input into your accounting software.
This guide covers four key areas of financial forecasting:
Building up financial targets using scenario calculators,
Summarising financial tracking,
Tracking revenue, and
Tracking expenses.
Share this data with your accountant or bookkeeper to load into your accounting software, or use it on its own. Utilising forecasting tools like these helps set sales targets, take action, and avoid unexpected financial surprises!