Revenue Forecast Calculator
Forecast what the next month, quarter, or year could look like before the gap shows up in your bank account. Use booked work, pending quotes, and win rate to build a faster planning number.
How To Use This Calculator
1. Pick one period
Choose weekly, monthly, quarterly, or yearly and keep every number in that same time window.
2. Enter booked work
Add revenue already committed for that period: recurring contracts plus one-off jobs already sold.
3. Add your pipeline
Enter open quote value, apply your normal win rate, then use the buffer to make the forecast more conservative if needed.
Forecast Setup
Booked Revenue
Pending Quotes
Forecast Setup
Forecast Period: Monthly
Conservative Buffer: 10%
Need better forecast visibility?
Keep estimates, jobs, and invoices in one place so your revenue forecast is based on real pipeline activity.
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This tool is for planning, not wishful thinking. It helps you combine already-booked revenue with likely quote wins so you can spot soft months early and make better decisions before they turn into cash flow stress.
If a quote is still out for approval, include it in open quote value. If the work is already signed, move it into booked recurring or booked one-off revenue instead.
How This Revenue Forecast Works
Start with the work that is already on the board. That means recurring revenue and one-off jobs you expect to complete in the period you are planning for.
Then add the quote pipeline. Instead of pretending every open quote will close, this calculator applies a win rate so you get a more realistic view of what that pending work is worth. A buffer lets you make the forecast more conservative if you want extra breathing room.
Formula
Booked recurring revenue + booked one-off revenue + (open quote value x win rate) - conservative buffer
When To Use It
Use this tool when you are deciding whether the business can support a hire, a slower season, a marketing push, or a large purchase. It is also useful when you feel busy but still are not sure what the next month actually looks like in dollars.
If you want to work backward from the forecast into pricing, compare it with the service price calculator and the profit margin calculator.
What To Include In A Good Forecast
Forecasts get more useful when the inputs are grounded in what is actually happening in the business. That means recurring contracts, real booked jobs, the real value of open quotes, and a win rate based on what usually happens, not what you hope happens.
If your cash timing matters as much as total revenue, pair this with your cash flow planning and your profit and loss review.
Good Fit Uses For This Tool
Planning ahead
Forecast the next month or quarter before hiring, buying equipment, or changing your marketing spend.
Spotting risk early
See how much of your expected revenue depends on pending quotes instead of already-booked work.
Frequently Asked Questions
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