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Strategic Finance · Forecasting & scenarios

Model the futures. Commit the plan.

The planning core of Strategic Finance: one continuous forecast of revenue, cost, capacity and cash — built from your real customer economics, not a spreadsheet guess. Model a few futures, see each one forward, and seal the one you choose as the baseline the whole company runs on.

The trouble with the spreadsheet forecast

The forecast was wrong the day you built it.

Rebuilt quarterly

Out of date on arrival

You rebuild the model every quarter. By the time it's blessed, the pipeline, the churn and the hiring plan have all already moved on.

One assumption

A growth rate typed into a cell

The whole forecast hangs on a few numbers someone guessed — not on how your cohorts actually retain and expand.

Disconnected

Cut off from the real numbers

The model can't see your billing, CRM or ledger — and it never knew the hiring plan. It drifts from reality the moment it's saved.

So the most leveraged decision you make all year — how hard to grow, what to spend, who to hire, when to open the round — runs on a model that's stale, hand-typed, and cut off from the business it's meant to predict.

One continuous forecast

Model the futures. See each one forward.

Actual to today, then a live forecast of the whole company — revenue, cost and cash together. Switch the scenario and the forecast line, its confidence band and the outcomes all redraw. This is where a CFO models the futures; choosing one — the leadership call — is what you commit in Set your targets.

Latitude$24.3M ARR · whole company · forecast to next DecemberLive forecast
Model the scenario:

Grow hard — spend ahead of revenue. Fastest ARR, thinnest runway.

$20M $25M $30M today 12 mo ago next Dec Target · $31.5M
ActualForecastPlan (sealed)Target
ARR · year-end$31.5M▲ +$7.2M
Net burn / mo$1.6M▲ heaviest
Runway10 mo▼ thinnest
Cash · year-end$16MRound ~$30M
Seal as the plan

Commit Grow hard and it becomes a sealed, versioned baseline — the one number every team steers against.

Commit in Set your targets →

Illustrative — Latitude, a software company, modelled on its own numbers. Plan is the baseline you've sealed; each scenario is a future modelled against it.

Not a growth-rate guess

Every dollar of the forecast traces to a driver.

The forecast isn't a growth rate typed into a cell. It's built from your real customer economics — new business, expansion and churn, recomputed from your cohorts as the data moves. Here's the $27.0M plan, assembled from its parts.

$24.3M +$3.2M +$2.1M −$2.6M $27.0M ARR today New business Expansion Churn Plan
Today & planAdds (from cohorts & pipeline)Loses (churn by segment)

Change a growth-rate cell in a spreadsheet and you've made a guess. Move a cohort's retention or expansion and Beacon's forecast moves with it — because that's what actually changes the number. See these drivers live on the scorecard →

One forecast, revenue to capacity to cash

The plan funds the capacity. Humans and agents.

The forecast doesn't stop at revenue. It runs cost, headcount and capacity, and cash as one connected model — so a revenue scenario reprices the hiring plan on its own. And capacity now means two things: the people you hire, and the agents you run — Beacon’s own crew, or agents you build yourself. Beacon plans both, and checks the plan actually funds the capacity the number needs.

22 people + 15 agents
Capacity the $27.0M plan funds
~10 hires
Work the agents absorb — hires the plan doesn't need
4 reps short
Sales capacity gap under the new-business miss
SalesNew business
78%4 reps short of plan
Customer successRetention & expansion
100%On plan
SupportTier-1 & tier-2
96%Agents carry most load
Finance & opsClose, billing, planning
100%On plan
PeopleAgentsCapacity gapCapacity the plan needs
Root cause

Sales is running four reps short of the capacity the plan funds. That gap is what's under the new-business shortfall — and you can see exactly whose number it lands on next. Capacity feeds cash & runway →

Illustrative. Capacity is shown as coverage of what the plan needs; agents are planned as capacity alongside people, not counted as headcount.

One forecast, every number owned

When the number drifts, it already has a name on it.

The plan doesn't sit in one cell. It's shared out to the people who carry each piece, and every owner's result rolls back up. So a shortfall isn't a mystery to hunt — the variance is already traced to the owner and the department behind it.

92%
of the $27.0M plan is owned
$2.0M
of miss — concentrated in 2 owners
New business
the department the gap traces to
Marcus ReedEnterprise new business
78%$5.0M / $6.4M ▼$1.4M
Dana OkaforMid-market new business
87%$4.2M / $4.8M ▼$0.6M
Kai BauerSelf-serve
96%$1.54M / $1.6M ▼$0.06M
Nadia OkoyeRenewals
99%$6.9M / $7.0M ▼$0.1M
Priya ShahExpansion
103%$5.4M / $5.2M ▲$0.2M
Sofia ReyesPartnerships
105%$1.47M / $1.4M ▲$0.07M
On-track line (100% of each owner's slice) · sorted by how far behind. The whole gap sits with Marcus and Dana on new business — the same sales-capacity shortfall from above.

Beacon rolls up who owns what and how each one is tracking — it never sets a weight or a slice; you do. Watch each owner recover in Track & re-steer →

Your planning core

Retire the planning tools. Keep your systems of record.

Retire

The planning and forecasting tools you rent — Cube, Pigment, Mosaic, Runway, Causal — the headcount spreadsheet, the quarterly rebuild. The whole forecast estate.

Keep

Your accounting, billing, CRM and HRIS stay the source of truth. Beacon reads them, forecasts on top, and links every figure back to the record.

Above ~$100M ARR, the warehouse and a data team still earn their place. Below it, this is your planning stack.

Next

Stop rebuilding the forecast. Start steering it.

One continuous forecast — revenue, capacity and cash, driven by your real numbers and sealed as the plan the company runs on.