Financial Forecasting

It is essential that you can accurately forecast income and expenditure for your business.  Initially, most of the financial information in your business plan will be based on assumptions of potential sales that have been determined by your research.

As time goes on, you’ll get much more confident with forecasting and your assumptions will be more accurate.  Cashflow is at the heart of business survival, therefore knowing, or expecting, where it is coming from is important. If your records are accurate and up to date, referring to the business's cash receipts and payments books will give you the figures to quickly calculate the expected amount of money coming in and going out of the business. You can estimate sales by using past figures and allow for periodic payments such as rent, telephone, electricity registrations, etc, which means you should be able to come up with an estimate of cashflow for the period ahead.

Cashflow forecasting

A cashflow forecast is one of the tools used by businesses to plan cashflows. A planned cashflow means that temporary cash shortages can be remedied in advance by agreeing to an overdraft facility with the bank. Banks are more likely to agree to this if they can be shown a cashflow forecast to demonstrate when and how the overdraft will be repaid.

A Cashflow forecast template can be found in the Useful Documents section