Start hereHow this works ▲
- Start in Assumptions. Fill in the KPIs that matter for the period you're forecasting, then what every paid activity actually costs. Be honest about cadence: is it a one-time setup, a monthly retainer, or a quarterly spend?
- Read the Forecast. It populates on its own with the new business you need to hit your target, working back from opportunities through customers to revenue. Nothing to fill in.
- Build the Marketing Plan. Lay out the activities you'll run across the horizon and how often. Each one pulls its cost and the opportunities it generates, then feeds both your budget and the forecast. Planning a conference in November? Set it to run that month and watch the numbers move.
Pe'era
This is where the numbers start. Set your real KPIs, the horizon you're planning for, and what each activity actually costs. The forecast and the plan both recalculate from here, live. Change one assumption and watch the whole picture move.
Business KPIs
Derived targets
Activities & unit costs drives the plan
Define every activity here: its type, what one run costs, and how many opportunities it generates. Add or remove rows freely. These are the assumptions behind every line in your plan, and they're editable in the plan grid too. Be honest about what each one really generates.
| Activity | Type | Unit cost (USD) | Opps / run | Cadence |
|---|
Conversion rate, ACV and sales-cycle length are what turn those planned opportunities into forecasted revenue on the Forecast tab. That's the bottom line this whole tool is built around.
Here's the part most plans skip: what your marketing actually turns into. The forecast runs from this month for the full horizon you set. Opportunities from your plan become customers after the sales cycle, then revenue at your ACV. Nothing to edit here. This is just the math being honest with you.
Monthly forecast
Plan each activity month by month, across the same horizon as the forecast. Enter how many times it runs, and the grid does the rest: cost against your budget, opportunities into the forecast. Unit cost and opps-per-run are editable right here. If something isn't pulling its weight on revenue, you'll see it.