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FORECASTING

Show clients what making a change would be worth.

Take what the analysis found and play out the what-if scenarios with your client, quickly, in the meeting.

  • Start from the client's numbers, with peer percentages alongside
  • Adjust with sliders, inputs, and growth, by month
  • Save scenarios and load them again later
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From “here's the gap” to “here's what you could do”

Say your analysis shows a client is carrying $1.5 million of excess receivables. If they converted that to cash and operated closer to their peers, what would they do with it? With the forecast, you can play out each answer in front of them.

Pay down debt?

Show how using the cash against debt changes the picture.

Invest in equipment?

Model putting the cash to work in the business.

Hold the cash?

See what a stronger cash position looks like.

Work closer with vendors?

Explore what changes in payables and liabilities.

How the forecast works

1

Start from the analysis

Your client's percentages sit beside the peers' percentages for every line, so the opportunities are already in view.

2

Adjust the drivers

Use sliders, inputs, or growth to change a line, for the following months or a single month, and watch the forecast respond.

3

Save and compare scenarios

Name and save each scenario, then load it again whenever you meet with the client.

The Integrated Forecast is in every plan

Use a report credit on a client to unlock the forecast, along with Key Financial Indicators, dashboards, Ask Peerview, and the reporting tools. See plans →

Forecasting questions

What does the Peerview Data forecast do?
It lets you take what you identified in the analysis and show a client the advantage of making changes. You adjust the drivers, see the effect on the forecast, and play out what-if scenarios with the client.
How do I change the forecast?
Use sliders, inputs, or growth to adjust a line. You can edit the following months or a single month.
Can I save scenarios?
Yes. Name and save each scenario, then load it again later.
What does the forecast cover?
The forecast includes views for the Profit & Loss, Balance Sheet, Cash Flow, and key financial indicators, with your client's percentages shown next to peer percentages.
Which plans include the forecast?
The Integrated Forecast is included in every Peerview Data plan. Use a report credit on a client to unlock it.
How can I try it?
The 30-Day Advisory Accelerator lets you connect up to 5 clients, complete one challenge each week, watch short training videos, and attend a live webinar. No credit card is required. You can also request a demo.

Build your first client scenario

Start the 30-day Accelerator Request a demo