Calculator Inputs
Formula Used
- Closed Deals = Leads × Conversion Rate
- Discounted Deal Value = Average Deal Value × (1 − Discount Rate)
- New Revenue = Closed Deals × Discounted Deal Value × Seasonality Multiplier
- Repeat Revenue = Previous Month Net Revenue × Repeat Revenue Rate
- Upsell Revenue = New Revenue × Upsell Rate
- Net Revenue = Gross Revenue − Refunds − Churn Loss
- Profit = Net Revenue − Fixed Cost − Commission − Variable Cost
How to Use This Calculator
- Enter the number of months you want to forecast.
- Choose the starting month and year for your projection window.
- Provide lead volume, conversion rate, and average deal value.
- Add growth, discount, repeat revenue, upsell, refund, and churn assumptions.
- Set fixed, commission, and variable costs for realistic profit estimates.
- Enter seasonality multipliers for January through December.
- Click the calculate button to generate the summary, chart, and table.
- Use the export buttons to download CSV or PDF reports.
Example Data Table
| Input | Example Value | Purpose |
|---|---|---|
| Forecast Months | 12 | Projects performance over one year. |
| Starting Monthly Leads | 1,200 | Defines the initial opportunity volume. |
| Conversion Rate | 12% | Estimates how many leads become deals. |
| Average Deal Value | $550 | Converts wins into revenue. |
| Repeat Revenue | 15% | Adds recurring value from prior sales. |
| Seasonality Multipliers | 0.95 to 1.20 | Adjusts each month for seasonal demand. |
Frequently Asked Questions
1. What does this calculator estimate?
It estimates monthly net revenue and profit using lead volume, conversion, pricing, repeat sales, upsells, churn, refunds, seasonality, and cost assumptions.
2. Why use seasonality multipliers?
Seasonality helps reflect demand swings across the year. Higher multipliers boost projected revenue for strong months, while lower values reduce projections for slower periods.
3. What is repeat revenue in this model?
Repeat revenue is an added percentage of the previous month’s net revenue. It helps model renewals, repeat orders, or returning customers.
4. How is churn handled?
Churn is treated as a loss tied to the previous month’s net revenue. It reduces current projections to reflect lost customers or reduced account activity.
5. Does the calculator estimate profit too?
Yes. It subtracts fixed monthly costs, commission expenses, and variable costs from projected net revenue to estimate monthly and total profit.
6. Can I use it for multiple scenarios?
Yes. Rename each scenario, change assumptions, and recalculate. This makes it easy to compare conservative, balanced, and aggressive projections.
7. What does break-even month mean here?
It is the first projected month where cumulative profit becomes positive. If costs remain higher than profits, the tool shows that break-even was not reached.
8. Why export CSV or PDF reports?
Exports help you share forecasts with managers, track scenario changes, archive assumptions, and use projection tables in spreadsheets or presentations.