Forecasting revenue-only streams

The revenue-only stream is suitable for any situation, including revenue you have forecast in detail elsewhere or that doesn't fit the other revenue stream options here. For example, suppose you have already prepared a detailed revenue forecast in an Excel spreadsheet. In that case, you can enter just the revenue totals into LivePlan so that those details appear in your business plan.

Revenue-only includes scenarios where a source of revenue is based on and scaled from another source of revenue. For example, if you have a catering business, you can forecast your drink sales as a percentage of your food sales. Similarly, you can forecast downloadable content per subscription if you offer a software subscription. Using a revenue-only stream can help you model this type of revenue projection easily.

1. In the Forecast Overview, select Revenue:

2. Click Add Revenue Stream:

3. Enter a name for your revenue only stream, then for type select Revenue only :

   Click Continue.

   1. Select whether you will enter the revenue as a dollar amount or whether this revenue stream will represent a percentage of another revenue stream. Select dollar amount:

      • Dollar Amount: Represent this revenue stream as a dollar amount.

      • % of specific revenue stream: Calculate this revenue stream as a percentage of another existing revenue stream

4. Select whether the dollar amount or percentage will remain constant throughout your forecast or if it will vary:
   Note: If you have numbers from a spreadsheet, select the Varying amounts over time option, and then you can easily copy and paste from your spreadsheet. Forecast entries set to Varying amounts can also be edited in-line from their respective forecast overview pages.

5. Constant amount: Indicate the amount of revenue, whether you receive it monthly or annually, and when the revenue stream will start:
   

   Varying amounts over time: Plot the revenue stream dollar amount or percentage by month: Click Create & Exit or Save & Exit:
   

7. Click Save & Exit:

Revenue-only includes scenarios when some of your revenue scales in direct proportion to another revenue stream. 

1. In the Forecast Overview, select Revenue:
   

2. Click Add Revenue Stream:
   

3. Enter a name for your revenue only stream, then for type select Revenue only :
   

4. For How will you enter the revenue? select percentage of a revenue stream option and then select the revenue stream:
   
   

5. Select Constant and then set the percentage and when the revenue stream starts:
   
   Or select Varying amounts over time for the percentage:
   

6. Click Save & Exit:
   

To edit an existing revenue stream:

Click on its name in the Revenue table:

The edit overlay will appear. Make your desired changes, and click Save & Exit. For more details, see How do I edit or delete forecast entries?

To delete a revenue stream:

Forecast items can be deleted from two different places: from the forecast table or list, or from within the editor overlay when viewing a single forecast item.

• In the forecast: Click on the action menu (three vertical dots) to the right of the forecast item and select Delete:

• In the editor: Click the Trash Can icon in the top-right of the forecast editor and click Delete:

Your revenue streams will be used to calculate the highlighted lines in the Profit & Loss, Balance Sheet, and Cash Flow table shown below:

Projected Profit & Loss

Projected Balance Sheet

Projected Cash Flow