Price and phase every project, then stack them into one forecast of profit, cash and capacity
Secure checkout. Your file is ready in your client portal as soon as payment clears.
Most forecasting spreadsheets cope with one business plan. Real businesses win and lose individual jobs, contracts and projects – each with its own price, start date, phasing and payment terms. This workbook gives every project its own tab, then stacks them all into a single forecast so you can see what the year looks like with only confirmed work, with likely work added, or with every opportunity weighted by its chance of going ahead. It also checks your team has the capacity to deliver, compares actual results with budget, and produces a quote for any project.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Every project in one list, with status, probability, value and dates. What you do: one row per project or contract.
Step 2
All projects stacked into one month-by-month forecast of profit and cash. What you do: choose the view – nothing else to enter.
Step 3
Hours needed by role each month against the hours your team has. What you do: nothing to enter – red months need attention.
Step 4
Who it is for
Quick start
Your file is only released to your client portal once payment has cleared.
You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.
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Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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