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  • About Us
    • Nick Setchell – RealTime CEO
    • Vistage & TEC WorkshopsNick Setchell has been working with Vistage, the world’s largest CEO organization, since 2001.
    • NewsSee what’s happening with RealTime CEO.
    • Economic Update Report
    • Contact UsReach out to us. If you’re interested in booking Nick to give a keynote address or workshop at your conference, please include the date and location.
  • Concepts
    • Fiscal Focus Financial Statement AnalysisUnlock the hidden numbers in your P&L and balance sheet to see how you’re performing in 11 vital metrics.
    • Should We? / Can We?View, in real time, the actual financial impact of the hundreds of business decisions your team makes every month.
    • 24 Month Rolling ForecastingBlend your trailing twelve months with a rolling 12-month forecast to get a complete financial picture of your business.
    • J Curve ManagementTrack the number of investments you’re undertaking, the 3 phases of each, and the 5 rules for managing them.
    • Return on Operations – ROOView your return on operations percentage — your ROO % — the most powerful number to measure business success.
    • CEO Performance AnalysisBenchmark your performance as a private-company CEO against others in your industry.
  • Resource Center
  • Blog
  • Login
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About Us

  • Nick Setchell – RealTime CEO
  • Vistage & TEC Workshops
  • News
  • Contact Us

RealTime CEO Software Adds Financial Forecasting Module

Introducing a powerful new module of the RealTime CEO software


RealTime CEO is pleased to announce the addition of the new forecasting module to our software.

Forecasting encourages leadership teams to have a business conversation about the future, while adjusting business assumptions, without requiring users to have accounting knowledge to change their forecast.

The forecasting module automatically creates 12-month projections for operational P&L and balance sheet items, along with all of the key RealTime CEO metrics, with the click of a button. Existing data trends are then challenged with forecast assumptions to create the forecast.

Users can access their forecast by clicking on the Forecast Assumptions option in the main navigation. The software then prompts users to adjust their 12-month revenue target and then each other element of the forecast is driven by adjusting a simple set of monthly assumptions.

Once a user enables forecasting, they can also view their 12-month forecast in multiple places:

  • In the Dashboard
  • In all graphs
  • In the Crystal Ball
  • In the Month Data table

Here is a full demonstration of how to enable and use the forecasting:

"Our quarterly meetings continually provide us with the financial indicators we need to make the best decisions. The Fiscal Focus analysis provides my team with the information they need to do what is most important to the organization …. make money.

I especially like the “What If” tool because it shows me in real time the effects on ROI for the most critical decisions.

Thank you for helping us through this difficult economy. Without your help and guidance, I do not believe we would be as financially strong as we are."

- Steven G. Dignan, President, Nickle Electrical Companies

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