Driver-based Forecasting
Flexible models linked to operational KPIs that update forecasts as real activity changes.
What we deliver
Practical services that convert forecasts into action
Forecasting provides the likely future outcomes; our services ensure those outcomes become the drivers of day-to-day decisions and long-term investments. We offer driver-based forecasting, comprehensive scenario modeling, budgeting and resource allocation, and dashboarding for transparent decision-making. Each engagement is built around measurable KPIs, clear ownership and governance so forecasts are not an abstract output but the foundation of operating plans. We focus on fast time-to-value, integrating with your current data stack and supporting teams with training and playbooks so improvements in forecast accuracy translate directly into better capital allocation and operational discipline.
Service catalog
Driver-based forecasting builds a bridge between your operational metrics and financial outcomes. We map your revenue and cost drivers, construct intuitive models and automate refreshes so forecasts update as actuals arrive. Scenario modeling examines multiple plausible futures—optimistic, base, and conservative—showing the impact on cash, margins and headroom. Budgeting services convert chosen scenarios into granular operating budgets with ownership, timelines and cash management rules. Dashboarding and reporting make plan-vs-forecast variance visible to executives, operations and product teams, enabling faster corrective action. Implementation services connect models to BI tools or FP&A platforms and include training, documentation and a lightweight governance framework. Each item in the catalog is delivered with a short, documented playbook so teams can sustain the improvements after handover.
Budgeting & Resource Allocation
Translate chosen forecast scenarios into operating budgets with ownership and review cadences.
Dashboards & Reporting
Executive and operational dashboards that show forecast vs plan, cash runway and driver trends.
Implementation & Integration
Connect models to BI or FP&A platforms, establish data refresh and deployment procedures.
Governance & Playbooks
Documented review cycles, ownership matrices and playbooks to make forecasting repeatable and auditable.
Training & Knowledge Transfer
Workshops and hands-on sessions for finance and ops teams so forecasting becomes part of the routine.
Engagement model and outcomes
Our engagements are scoped to deliver clear outcomes within agreed timeframes. A typical engagement begins with a data and process diagnostic to identify gaps in drivers, data quality and cadence. We then prototype a forecast model and run scenario workshops with stakeholders to align on assumptions and governance. After executive alignment, we operationalize the chosen scenario into budgets and dashboards and implement automated refreshes where possible. Each engagement ends with documented playbooks, ownership handover and a short support window. Expected outcomes include improved forecast accuracy, shorter planning cycles, transparent variance reporting and budgets that are actively used to control spend and prioritize investments. We measure success by the reduction in forecast variance, reduction in budget cycle time and the adoption of forecast-driven decision processes across the organization.
Get started
To initiate an engagement, request a scoping call. We'll review your current forecast process, identify quick wins and propose a phased approach that balances impact and capacity.