forecast-modeling

When to Use

• Launching new forecasting cadences or revisiting methodology.
• Running scenario planning ahead of board meetings or budget cycles.
• Auditing deviations between forecast, pipeline, and actuals.

Framework

1. Method Selection – pick bottom-up CRM, top-down macro, cohort, or blended models and document assumptions.
2. Driver Mapping – define win rates, velocity, expansion, churn, pricing, and seasonality inputs.
3. Scenario Logic – establish base/upside/downside cases with tunable levers for sensitivity analysis.
4. Model Governance – list data sources, refresh cadence, validation checks, and ownership.
5. Output Packaging – standardize tables, charts, and narrative prompts for exec review.

Templates

• Driver tree diagram connecting levers to KPIs.
• Scenario sheet (assumption → base/upside/downside values).
• Model QA checklist (data freshness, formula audits, version history).

Tips

• Keep raw inputs + assumptions in version control for auditability.
• Pair with variance-analysis skill to recalibrate after each cycle.
• Automate sensitivity runs to answer "what-if" questions during reviews.

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