Renewal forecast

No adjustments yet. Pick a quantity and a product, or choose “Other amount” to enter an MRR directly, for example a whole contract that churns.

Churn and downsell subtract the MRR from that month's renewal base, upsell adds it. When a change is final, press Confirm: its impact moves from the forecast into “Signed so far” (an upsell adds to it, a churn or downsell subtracts from it). The amount is multiplied by the contract accelerator (monthly contracts by 0.80).

The figures below are example values. Replace them with your own renewal base.

Enter the MRR due to renew each month by contract length. Renewals already counted in “Signed so far” should be removed here, or they are counted twice.

Whose forecast

Pick the person in “Forecast of” at the top. Everyone with the link can open and edit every forecast; changes are saved for the whole team.

Import from the old page

Moving figures from another page? Press “Copy my data” there, paste it here and import. This replaces the figures on this page with yours; your name in the team stays as chosen above.

Copy my data

Copies all your figures as text, to paste into “Import” on another forecast page, for example the new team site.

Details

Contract accelerators

Each renewal counts as its MRR multiplied by the number for its contract length. The Markup % and Monthly uplift columns in the renewal base are optional; leave them at 0 and the forecast is simply MRR × the number above.

Commission

By person

Select a name to see that person's forecast in detail. Commissions stay private and are never shared.

Renewal base by month

Adjustments

Forecast by month