Forecasting

What Cohort Forecasting and Unit Economics Is — and What It Isn't

Cohort forecasting and unit economics is the specialty at the center of my fractional-CFO work — not a generalist CFO's grab bag, not an FP&A platform, not generic strategic...

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How to Build a Revenue Forecast Using Historical Customer Cohort Data

Creating a revenue forecast using historical customer cohort data involves analyzing the behaviors and revenue patterns of different groups of customers acquired during...

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What Happens When You Ignore Your Customer Cohorts?

I see the following situation all too often with clients. Things go great for a while. The company grows rapidly, principally through new customer acquisition. However, new...

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When to Make the Switch to Cohort-Based Forecasting

Customer cohort analysis is a method used in marketing, finance, and analytics to group customers into "cohorts" based on shared characteristics or experiences within a defined...

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What to Look For in Budgeting and Financial Forecasting Software

Feeling the pain of spreadsheets for financial planning and looking for a software solution? The following is my list of must-have (and nice-to-have) features and capabilities.

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