Reading your forecast

Cash-timed and weighted by your own win rate — not a best-case guess.

All plans Dashboard · Money · Forecast

How it works

Forecast buckets the next three months by the most specific date each deal has already committed to — its payment due date if one’s set, falling back to its publish date, then shoot date, then reply-by date — rather than by when the deal was first booked.

A deal still in Negotiating counts as likely income, but it’s scaled down by your own historical win rate (how often a negotiation of yours has actually turned into a paid deal, not a generic average), instead of being counted at full value. An unweighted forecast is a forecast of best case only.

Deals further along — Signed, Filming, Posted, Invoiced — with a real committed date count with more confidence, since the money behind them is closer to certain.

Set it up

  1. 1

    Open Forecast

    Go to Dashboard → Money → Forecast.

    Open Forecast
  2. 2

    Review the next 3 months

    See what’s bucketed where, based on the dates already set on your deals.

  3. 3

    Keep your deal dates current

    The forecast is only as accurate as the shoot, publish, and due dates you’ve actually entered on each deal.

Open Money

Tips to get the most out of it

  • Fill in a payment due date the moment a deal is signed — it’s the single date Forecast trusts most when it exists.
  • Watch your own win-rate number over time. It’s what keeps a pipeline full of Negotiating deals from looking rosier than it really is.