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Subscription Revenue Forecast Template Example

What is a Subscription Revenue Forecast Template?

Subscription Revenue Forecasts are considered one of the most important planning tools for any business with significant subscription revenue. They are used by executives and managers to estimate recurring revenue in future months and years. Key functionality in this type of forecast form uses drivers like New Deals, Deal Size and Churn to automatically calculate the forecast. The provided example has expandable columns for monthly detail and it goes 10 years into the future. You will find an example of this type of forecast form below.

Purpose of Subscription Revenue Forecast Models

Companies and organizations use Subscription Revenue Forecast Models to predict revenue streams, as accurately as possible, in coming months and years. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its planning for everything related to their annual recurring revenue (ARR) streams and customer retention, as well as, reduce the risk that customer-centric tactics lack management focus.

Subscription Revenue Forecast Model Example

Here is an example of a driver-based Subscription Revenue forecast template that calculates 10 years of future revenue streams.

Subscription Revenue Forecast Template Example

Subscription Revenue Forecast Template Example

You can find hundreds of additional examples here.

Who Uses This Type of Forecast Form?

The typical users of this type of forecast form are: The Board of Directors, Executives and Sales Managers.

Other Forecast Forms Often Used in Conjunction with Subscription Revenue Forecast Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Subscription Revenue Forecast Models, along with annual budgets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Technology Solutions and More Examples

Multi-Year Forecast Input Template Example

What is a Multi-Year Forecast Input Template?

Multi-Year Forecasts are considered strategic planning tools that are used by executives and budget managers to get a long term perspective on the organization’s financial outlook. A key functionality in this type of planning template allows input of next year’s budget at the monthly level, while the following years are entered as quarterly figures. The row level data can be entered by GL account or at a more summarized level. You will find an example of this type of planning template below.

Purpose of Multi-Year Forecasts

Companies and organizations use Multi-Year Forecasts to enable executives and planning managers to get a long term perspective of key revenues, expenses and other relevant metrics. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its decision-making capability as well as mitigate the risk that the company makes short term decisions that are misaligned with its long range direction.

Multi-Year Forecast Example

Here is an example of a Multi-Year forecast template that enables input of a 5 year plan.

Multi-Year Forecast Input Template Example

Multi-Year Forecast Input Template Example

You can find hundreds of additional examples here.

Who Uses This Type of Planning Template?

The typical users of this type of planning template are: The Board of Directors, Executives, CFO and the Budget Manager.

Other Planning templates Often Used in Conjunction with Multi-Year Forecasts

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Multi-Year Forecasts, along with strategic plans, Key Performance Indicators (KPIs) and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Technology Solutions and More Examples

Sales Forecast from CRM Pipeline Example

What is a Sales Forecast from CRM Pipeline?

Sales forecasts combining CRM pipeline with actual sales history are considered automated planning tools and are used by sales managers to more accurately estimate sales in upcoming months. One key functionality in this type of forecast template brings in actual year-to-date sales in the first columns and CRM pipeline in the next columns. The latter can be manually adjusted up or down for the most realistic estimate. The final months are automatically populated by the existing budget, yet remain adjustable by the sales manager. For research purposes, the user can drill down on the actual columns to see the underlying sales transactions. You will find an example of this type of forecast template below.

Purpose of Sales Forecast with CRM Pipeline Templates

Companies and organizations use Sales Forecast with CRM Pipeline Templates to quickly generate updated sales estimates based on available data. When used as part of good business practices in a Sales Department, a company can improve its forecasting accuracy as well as mitigate the risk that downstream activities suffer as a result of poor sales forecasting methods.

Sales Forecast with CRM Pipeline Template Example

Here is an example of a Sales Forecast input template combining actual, pipeline and budgeted sales.

Sales Forecast from CRM Pipeline Example

Sales Forecast from CRM Pipeline Example

You can find 100’s of additional examples here.

Who Uses This Type of Forecast Template?

The typical users of this type of forecast template are: Sales Executives and other managers.

Other Forecast Templates Often Used in Conjunction with Sales Forecast with CRM Pipeline Templates

Progressive Sales Departments sometimes use several different Sales Forecast with CRM Pipeline Templates, along with sales reports, sales dashboards, financial forecast reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Technology Solutions and More Examples

Driver-based Sales Forecast Template

What is a Driver-based Sales Forecast?

Driver-based sales forecasts are considered essential planning tools and are used by sales managers to estimate sales in upcoming months. A key functionality in this type of forecast template allows the sales manager to automatically generate sales per sales person based on break-back of the full year sales target. Next, manual adjustments can be made at the row level to apply relevant exceptions. Variance between total forecasted sales and the original sales budget is displayed on the top of the form. You will find an example of this type of forecast template below.

Automate your financial analysis and reporting

Purpose of Driver-based Sales Forecast Templates

Companies and organizations use Driver-based Sales Forecast Templates to enable all departments that have a dependency on sales to stay on top of their related plans. When used as part of good business practices in a Sales Department, a company can improve its sales-related plans and activities as well as reduce the risk that the company misses its profit targets or experiences issues with its supply chain.

Driver-based Sales Forecast Template Example

Here is an example of a driver-based Sales Forecast Input Template.

Driver-based Sales Forecast Template

Driver-based Sales Forecast Template

You can find 100’s of additional examples here.

Who Uses This Type of Forecast Template?

The typical users of this type of forecast template are: Sales Executives and other managers.

Other Forecast Templates Often Used in Conjunction with Driver-based Sales Forecast Templates

Progressive Sales Departments sometimes use several different Driver-based Sales Forecast Templates, along with sales reports, sales dashboards, financial forecast reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Automate your financial analysis and reporting

Corporate Performance Management (CPM) Technology Solutions and More Examples

Driver-based Profit & Loss "Break-back" Model

What is a Driver-based Profit & Loss “Break-back” Model?

Driver-based P&L forecast forms are considered one of the most important components of a corporate forecast and are used by executives and budget managers to plan for revenues and expenses for the remaining months of the year. A key functionality in this type of forecast form allows input of the target Net Income that then automatically calculates all the revenues and expenses across all departments. The model also allows for immediate comparison to the annual budget and last year’s actual figures. You will find an example of this type of forecast form below.

Purpose of Driver-based P&L Forecast Forms

Companies and organizations use Driver-based P&L Forecast Forms to automatically create one or many scenarios that can support many of their financial and operational decisions. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its tactical planning as well as reduce the risk of having unexpected cost overruns and liquidity issues.

Driver-based P&L Forecast Form Example

Here is an example of a driver-based P&L input template that automatically calculates the forecast for the remaining months of the year.

Profit & Loss Forecast

You can find 100’s of additional examples here.

Who Uses This Type of Forecast Form?

The typical users of this type of forecast form are: The Board of Directors, Executives, CFO and the Budget Manager.

Other Forecast Forms Often Used in Conjunction with Driver-based P&L Forecast Forms

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Driver-based P&L Forecast Forms, along with cash flow and more detailed forecast templates and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Technology Solutions and More Examples

Driver-based Payroll Forecast Template

What is a Driver-based Payroll Forecast Template?

Payroll forecast input forms are considered a key part of automated forecast models and are used by HR and budget managers to develop hiring and salary expense plans. A key functionality in this type of forecast template allows the user to quickly enter the total target payroll expense and break it down to each position. Next, adjustments can be done at the indvidual/position level. You will find an example of this type of forecast template below.

Purpose of Driver-based Payroll Forecast Models

Companies and organizations use Driver-based Payroll Forecast Models to quickly develop one or many forecast scenarios as part of their human capital planning process. When used as part of good business practices in a Financial Planning & Analysis (FP&A) or HR Department, a company can improve workforce planning strategic and cost-related decisions, as well as reduce risks for over- or under-spending that can potentially impact profitability dramatically.

Driver-based Payroll Forecast Model Example

Here is an example of a driver-based Payroll Forecast form that calculates salaries, taxes and benefits.

Driver-based Payroll Forecast Template

Driver-based Payroll Forecast Template

You can find 100’s of additional examples here.

Who Uses This Type of Forecast Template?

The typical users of this type of forecast template are: Human Resources (HR) and budget managers.

Other Forecast Templates Often Used in Conjunction with Driver-based Payroll Forecast Models

Progressive Financial Planning & Analysis (FP&A) and HR Departments sometimes use several different Driver-based Payroll Forecast Models, along with additional forecast and budgeting models and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Technology Solutions and More Examples

Payroll Forecast Assumption Input Form

What is a Payroll Forecast Assumption Input Form?

Payroll forecast assumption templates are considered a key part of automated forecast models and are used by HR and budget managers to drive salary, tax and benefit calculations. Some of the key functionality in this type of forecast template automates calculations of otherwise data entry-intensive payroll forecasts and budgets. It also allows for quick changes of assumptions that results in new payroll expenses and scenarios. You will find an example of this type of forecast template below.

Purpose of Payroll Forecast Assumptions

Companies and organizations use Payroll Forecast Assumptions to support their workforce planning activities and to enable quick changes based on business demands. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and HR Department, a company can improve its expense control and hiring plans, as well as reduce the risk that personnel forecasts and budgets do not match reality.

Payroll Forecast Assumption Example

Here is an example of an assumption form where the user enters figures that drive the payroll forecast.

Payroll Forecast Assumption Input Form

Payroll Forecast Assumption Input Form

You can find 100’s of additional examples here.

Who Uses This Type of Forecast Template?

The typical users of this type of forecast template are: Human Resources (HR) and budget managers.

Other Forecast Templates Often Used in Conjunction with Payroll Forecast Assumptions

Progressive Financial Planning & Analysis (FP&A) and HR Departments sometimes use several different Payroll Forecast Assumptions, along with payroll templates and other forecast and planning models and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Technology Solutions and More Examples

Department Revenue and Expense Forecast Form

What is a Department Revenue and Expense Forecast Form?

Financial forecasts by department are considered important corporate planning tools and are used by budget managers and department heads to manage revenues and expenses and to replace annual budget figures. One key functionality in this type of forecast form allows users to view actual historical amounts through the current month and input forecast amounts for the rest of the year. You will find an example of this type of forecast form below.

Purpose of Departmental Forecast Forms

Companies and organizations use Departmental Forecast Forms to replace annual budgets for the current year and have a fresh outlook for the remaining periods. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Accounting Department, a company can improve its planning accuracy and its use of resources, as well as reduce the risk that the company completely misses its financial targets.

Departmental Forecast Form Example

Here is an example of a parameter-driven forecast input template by GL account and department.

Department Revenue and Expense Forecast Form

Department Revenue and Expense Forecast Form

You can find 100’s of additional examples here.

Who Uses This Type of Forecast Form?

The typical users of this type of forecast form are: CFOs, controllers, budget managers and department heads.

Other Forecast Forms Often Used in Conjunction with Departmental Forecast Forms

Progressive Financial Planning & Analysis (FP&A) and Accounting Departments sometimes use several different Departmental Forecast Forms, along with sales forecasts, cash flow plans and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Technology Solutions and More Examples

Strategic Initiatives Status Tracking and Accountability

What is a Strategic Initiatives Status Tracking and Accountability Form?

Strategic initiatives tracking forms are considered management tools and are used by executives to track the status and progress of the company’s strategic initiatives. Some of the key functionality in this type of strategic input template can help leaders and internal project managers track the status and progress of their strategic activities. The template typically includes the responsible person, tasks within initiatives, as well as current and past status. You will find an example of this type of strategic input template below.

Purpose of Strategic Initiatives Tracking and Status Forms

Companies and organizations use Strategic Initiatives tracking and status forms to make sure managers stay on track with the tasks that have been assigned to them. When used as part of good business practices in a leadership group and in a Financial Planning & Analysis (FP&A) Department, a company can improve its ability to execute on time as well as reduce the risk that the company is unable to deliver on their strategy.

Strategic Initiatives Tracking and Status Form Example

Here is an example of a tracking form for status and accountability as it relates to strategic initiatives.

Strategic Initiatives Status Tracking and Accountability Form

Strategic Initiatives Status Tracking and Accountability Form

You can find 100’s of additional examples here.

Who Uses This Type of Strategic Input Template?

The typical users of this type of strategic input template are: internal project managers and executives.

Other Strategic Input Templates Often Used in Conjunction with Strategic Initiatives Tracking and Status Forms

Progressive leadership groups and Financial Planning & Analysis (FP&A) Departments sometimes use several different Strategic Initiatives tracking and status forms, along with presentations related to strategic updates and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Technology Solutions and More Examples

Strategy and Goals Input Form

What is a Strategy and Goals Input Form?

Strategy and goals input forms are considered management tools and are used by executives to capture the company’s goals for strategic key performance indicators (KPIs). Some key functionality in this type of strategic input template will allow the company to capture metrics in a database for their most important goals. Later, it is then easy to pull these metrics into budgets, financial reports and dashboards. You will find an example of this type of strategic input template below.

Purpose of Strategy and Goals Templates

Companies and organizations use Strategy and Goals Templates to provide managers with continuous visibility to strategic metrics to help guide their tactics and decision-making. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its strategic alignment as well as reduce the risk that managers lose focus on the big picture.

Strategy and Goals Template Example

Here is an example of a strategic goals input form for multiple future years and for both financial and statistical metrics.

Strategy and Goals Input Form

Strategy and Goals Input Form

You can find 100’s of additional examples here.

Who Uses This Type of Strategic Input Template?

The typical users of this type of strategic input template are: The Board of Directors and Executives.

Other Strategic Input Templates Often Used in Conjunction with Strategy and Goals Templates

Progressive Financial Planning & Analysis (FP&A) Departments use several different Strategy and Goals Templates, along with corporate planning presentations and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Technology Solutions and More Examples