The Build: "What does the next 12 months look like?"
Overview
A single forecast invites doubt. The moment you put one number in front of your board, someone asks the question you can't answer on the spot: what if revenue comes in lower, or we lose our biggest account? For this SaaS scale-up, the board's standing question is simple: what does the next 12 months look like, and are we going to be OK?
The answer isn't one forecast, it's three. A base case where revenue grows around 12% and cash holds above the board's $300K floor all year. A downside where the biggest account churns or revenue lands 15% short, and cash dips below that floor around September. And an upside where the pipeline converts like last quarter, growth reaches 20%, and you can bring hiring forward.
In this live 30-minute Build, you'll see how a three-way forecast projects your P&L, balance sheet and cash from your actuals, how scenarios and a hiring microforecast let you answer any "what if" the moment it's asked, and how Commentary Writer turns the whole thing into a board-ready narrative you can save as a template and reuse every quarter.
This session is hands-on. Follow along in your own Fathom account, or just watch the forecast and the board pack come together in real time. Your numbers, your screen, 30 minutes.
In this webinar you'll learn
How to build a three-way forecast that projects P&L, balance sheet and cash from your actuals, in one linked view- How to model base, upside and downside scenarios side by side, so a "what if" has an answer before the question is finished
- How to add a hiring microforecast and see the cash impact land instantly, then drag it along the roadmap to find the right time to hire
- How to turn the whole forecast into a board-ready pack with Commentary Writer, and save it as a template you reuse every quarter
As a Customer Engagement Manager at Fathom, Jess works closely with customers at the start of their Fathom journey. Jess enjoys helping businesses gain deeper insights into their financial performance, as well as helping them save time through scalable tech solutions. Jess is passionate about the outdoors, hiking, and her dog, Nala.
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The Build: "What does the next 12 months look like?"
A single forecast invites doubt. The moment you put one number in front of your board, someone asks the question you can't answer on the spot: what if revenue comes in lower, or we lose our biggest account? For this SaaS scale-up, the board's standing question is simple: what does the next 12 months look like, and are we going to be OK?
The answer isn't one forecast, it's three. A base case where revenue grows around 12% and cash holds above the board's $300K floor all year. A downside where the biggest account churns or revenue lands 15% short, and cash dips below that floor around September. And an upside where the pipeline converts like last quarter, growth reaches 20%, and you can bring hiring forward.
In this live 30-minute Build, you'll see how a three-way forecast projects your P&L, balance sheet and cash from your actuals, how scenarios and a hiring microforecast let you answer any "what if" the moment it's asked, and how Commentary Writer turns the whole thing into a board-ready narrative you can save as a template and reuse every quarter.
This session is hands-on. Follow along in your own Fathom account, or just watch the forecast and the board pack come together in real time. Your numbers, your screen, 30 minutes.
- How to build a three-way forecast that projects P&L, balance sheet and cash from your actuals, in one linked view
- How to model base, upside and downside scenarios side by side, so a "what if" has an answer before the question is finished
- How to add a hiring microforecast and see the cash impact land instantly, then drag it along the roadmap to find the right time to hire
- How to turn the whole forecast into a board-ready pack with Commentary Writer, and save it as a template you reuse every quarter
As a Customer Engagement Manager at Fathom, Jess works closely with customers at the start of their Fathom journey. Jess enjoys helping businesses gain deeper insights into their financial performance, as well as helping them save time through scalable tech solutions. Jess is passionate about the outdoors, hiking, and her dog, Nala.
