Revenue Forecasting
Predict your future earnings and plan your coaching business with data-driven projections.
Who This Is For
This guide is for coaches who want to understand and predict their future income. Revenue forecasting helps you plan for growth, manage cash flow, and make informed business decisions.
What This Feature Does
Income Projections
See predicted revenue for the next 1, 3, and 6 months based on current data.
Subscription Analysis
Track recurring revenue from subscriptions vs one-off session purchases.
Churn Impact
See how predicted client churn affects your revenue forecast.
Growth Scenarios
Model different growth scenarios: maintain, moderate growth, or aggressive expansion.
Why This Feature Exists
Running a coaching business requires financial planning. Revenue forecasting helps you:
- Plan for income fluctuations and seasonal changes
- Set realistic growth targets
- Identify revenue risks before they materialise
- Make informed decisions about investments (marketing, equipment, etc.)
- Understand the financial impact of client retention
How Forecasting Works
Historical Analysis
The system analyses your past 12 months of earnings, client acquisition, and churn rates.
Current State Assessment
It evaluates your current active subscriptions, booked sessions, and pipeline.
Trend Projection
Using historical patterns and current data, it projects future revenue with confidence intervals.
Risk Adjustment
The forecast accounts for at-risk clients and potential churn based on engagement data.
Revenue Breakdown
Recurring Revenue (MRR)
Monthly recurring revenue from active subscriptions. This is your most predictable income stream.
One-Off Sessions
Revenue from individual session bookings and consultation fees. More variable than subscriptions.
Package Sales
Revenue from multi-session packages. Provides upfront cash but is earned over time as sessions are used.
Digital Products
Sales of e-books, templates, and other digital offerings.
Growth Scenarios
The forecast shows three scenarios to help you plan:
Conservative
Assumes higher churn and no new client acquisition. Your floor if things slow down.
Baseline
Based on current trends continuing. Your most likely scenario.
Optimistic
Assumes improved retention and growth in line with your best months.
Use the conservative scenario for essential expenses and baseline for realistic planning.
Using the Forecast
Review Monthly
Check your forecast at least monthly to catch trends early.
Focus on Retention
The forecast shows how much revenue is at risk from potential churn. Prioritise retaining at-risk clients.
Plan Marketing Spend
If the forecast shows capacity for growth, consider investing in marketing to fill available slots.
Set Realistic Goals
Use the forecast to set achievable monthly and quarterly revenue targets.
Frequently Asked Questions
How accurate are the forecasts?
Accuracy improves with more historical data. After 3+ months, forecasts are typically within 10-15% of actual revenue.
Does it account for seasonality?
Yes, if you have 12+ months of data, the system identifies seasonal patterns (e.g., January surge, summer slowdown).
Can I export forecast data?
Yes, you can export forecast data to CSV for use in spreadsheets or accounting software.
What if I'm just starting out?
With limited data, forecasts show current confirmed bookings and subscriptions. Projections become more useful after 2-3 months.
Revenue forecasting is a planning tool, not a guarantee. Use it to inform decisions but always maintain a financial buffer for unexpected changes.