Free assessment
Is your data ready for the Forecast Template?
Check whether your monthly data and forecasting needs fit the template. There are six checks, plus a question about optional subscriber records. Your result explains what is ready and what needs attention.
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Your answers stay in your browser. We don't store or receive your individual responses.
READY
Based on your answers, the template looks like a fit.
Your answers indicate that the required history, inputs, and forecast structure are available. The workbook will check the data you add.
A forecast can be Ready and still have Low Confidence. READY does not mean accurate.
Your subscriber records may support Enhanced Lifecycle Forecast.
Basic Forecast works with monthly totals. Individual subscriber records are optional.
See the templateCAUTION
The template may fit, with a few things to check first.
- CAUTION Monthly history Your 6–11 complete months meet the minimum. Twelve or more months provide more history to review.
- CAUTION Monthly inputs The figures are available. Put them into a consistent month-by-plan table before starting.
- CAUTION Consistent definitions You have a way to align older records. Apply it across your history before adding the data.
- CAUTION Subscriber totals Check that beginning subscribers plus new subscribers minus cancellations equals ending subscribers for each month and plan.
- CAUTION Revenue calculation The subscription-revenue basis needs checking against the workbook's month-end convention before you use it.
Forecast Readiness describes the inputs. Forecast Confidence describes the evidence behind the Base forecast.
Your subscriber records may support Enhanced Lifecycle Forecast once the required monthly inputs are ready. They do not replace those inputs.
Basic Forecast works with monthly totals. Individual subscriber records are optional.
See the templateNOT READY
Here's what needs attention before you use the template.
- CAUTION Consistent definitions You have a way to align older records. Apply it across your history before adding the data.
- NOT READY Consistent definitions Plan names or subscriber definitions are inconsistent and cannot yet be mapped to one comparable history.
- CAUTION Monthly inputs The figures are available. Put them into a consistent month-by-plan table before starting.
- NOT READY Monthly inputs Required monthly fields are unavailable, so the model's inputs are incomplete.
- CAUTION Subscriber totals Check that beginning subscribers plus new subscribers minus cancellations equals ending subscribers for each month and plan.
- NOT READY Subscriber totals Your subscriber totals don’t add up yet. Check the beginning balance, new subscribers, cancellations, and ending balance for each month and plan before using the template.
- CAUTION Revenue calculation The subscription-revenue basis needs checking against the workbook's month-end convention before you use it.
- NOT READY Revenue calculation You can't yet supply consistent revenue history on the template's month-end basis. Check whether the inputs can be aligned or whether you need a different model.
- CAUTION Monthly history Your 6–11 complete months meet the minimum. Twelve or more months provide more history to review.
- NOT READY Monthly history Fewer than 6 complete comparable months are available. Build up the required monthly history before using the template.
- NOT READY Template fit The forecast you need includes requirements this template does not support.
You need more monthly history to use the template.
The template requires at least six complete months of monthly actuals. If older records are available, bring them together before starting. Otherwise, keep collecting monthly history and check again once you have enough.
Check the required fields against your available records and exports. If the information exists, bring it together in the monthly input table before checking again. Missing fields alone do not mean you need consulting.
If definitions or totals need reconciling, Greenlight may help establish a consistent starting point.
A separately scoped Custom Revenue Forecast may be a better fit. Greenlight does not change the template’s supported capabilities.
If definitions or totals also need reconciling, Greenlight may help, but the history requirement remains. It cannot create missing historical records.
A custom inquiry assesses fit and the evidence available. It is not a promise that missing history can be overcome.
Both your inputs and forecasting requirements need attention. Contact us to discuss the right starting point. Purchasing a service does not automatically make the downloadable template suitable.
Explore a Custom Revenue Forecast
Discuss the right starting point
Your subscriber records may support Enhanced Lifecycle Forecast once the required monthly inputs are ready. They do not replace those inputs.
Basic Forecast works with monthly totals. Individual subscriber records are optional.
What your result means.
This check compares your answers with the Revenue Forecast Template's requirements. It does not inspect your data or estimate how accurate a forecast will be.
Your next step depends on what needs attention. Too little history calls for more monthly records. Inconsistent definitions or totals may benefit from Greenlight. A forecast outside the template's supported structure may need a separately scoped Custom Revenue Forecast.
Subscriber History is optional and does not change the readiness result. A READY result means the template appears suitable based on your answers—not that the forecast is guaranteed to be accurate.