Rolling Forecast

Use our sophisticated planning software to gain a complete financial picture of your business - extending your trailing 12 month metrics with a rolling 12 month forecasts. Don’t just see the future, shape it!

Evolution of Budgeting & Planning

Forecasting is never 100% accurate—it’s simply a prediction of the future at a given point in time. Companies that predict their future financial year, and don't update it when their landscape changes, are akin to a driver on the road who stares at a spot 120 yards ahead, and continues to stare at it until he hits that spot. No driver would do that—one of the first lessons in driver’s education is to keep your field of vision consistently forward.

Our rolling financial forecasting software focuses on:

Understanding the Strategic and Operational changes on your landscape using "SON" communication
Understanding past numerical performance of your business using rolling 12 month trend analysis
Assessing the numerical impact of landscape changes to plot your future trends.

24 month rolling financial forecasting incorporates trailing twelve months and includes 12 months of projections, all in one statement, to present an even clearer picture of business performance—past, present, and future.

Plan at the Business Level First

Effective planning starts by asking business questions first, and then updating the numerical impact of those decisions in the financial forecast. The 24 month rolling forecasting and planning process focuses on having your team, every month, ask these two questions:

What information has come to light in the last 30 days that changes our view of the future?
How do we need to change our behavior, and what actions do we need to initiate now, to accommodate and influence the future?

Check out our tutorial for a demonstration of how the RealTimeCEO software handles forecasting:

Financial Modeling Tools and Software

Make the best business decisions, in RealTime

The software sits on top of your standard P&L and balance sheet to deliver a powerful set of data that will allow you to make the best business decisions, in RealTime, to increase the value of your business.