Great teams forecast early and often.
Upgrade your gut feelings to forward-looking metrics.
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Forecasting Matters
Create a culture of sane ambition.
FOCUSED REALISM

Set the right goals.

When will you reach the next milestone for your business? Is it realistic and achievable? What resources will it take to get there? Can you be sure you have enough runway? Summit answers these questions based on today's traction.

RADICAL CANDOR

Spur conversations that inspire action.

By generating a range of outcomes, Summit insights and questions out of your audience, whether team members, mentors, or investors. The curious will wonder how you can work together to achieve your goals, instead of why you chose a particular number or trajectory.

Shift the conversation from fragile claims focused on a single number: "Breakeven in 7 months!" to prioritization discussions: "We'll break even in 7-16 months depending on how we evolve our product."

COMPOUNDING WINS

Track the evolution of your growth engine.

It's easy to get caught up in the daily wins and losses of the startup rollercoaster. Are you really making progress ... or losing ground?

Summit is your runway monitor and flight recorder, displaying vital metrics and safely storing your forecasts in a progress vault. Now you can demonstrate the increasing predictability and repeatability of your business to yourself, your team, and everyone invested in you.

Incomplete & Every-now-and-then isn't good enough
Traditional forecasting is a broken compass.
EXPANDING REQUIREMENTS
SaaS businesses run on a growing combination of tools: CRM, marketing automation platform, bookkeeping software, and metrics dashboards. Each tool contains data series needed for projections. Snapshots from each of these tools have to be consistently captured.  Because of this, most startups create incomplete forecasts–and only when they have to. 
UNCLEAR DESIGN
Have you ever presented a forecast to an audience that wasn't sure what to ask? When insufficient time is invested in design, functional areas of the business disengage.  This hinders team alignment on goals and confidence that execution will get you where you want to go.  Your audience may or may not believe the output–do you?
SPREADSHEET WRANGLING
SaaS founders and finance teams turn to a complex web of Excel or Google Sheets to construct their forecast. Trends from sales, marketing, product, customer success, and accounting are incorporated through formulas, lookups, and linear extrapolations. Ballpark estimates are inserted where there's uncertainty.  Time is invested adjusting output rather than challenging assumptions. 
NO REARVIEW
Everyone checks for variance on their budget, but most companies can't or won't compare their current performance to their past projections. Changing formats may make this impossible, but more likely, there's no time or incentive. The business loses the opportunity to measure its predictability.  This works against your need to show the decreasing risk of your business. 
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