2026 Financial Forecast
Revenue Target
$12.20M
Full year 2026
Projected Revenue
—
Current scenario
Gap to Target
—
To hit $12.20M
Months Remaining
7
Jun – Dec 2026
Monthly Revenue — Actual vs. Projected
MRR + Recognized
Projected
Monthly target ($1.02M)
Pipeline Controls
Toggle deals on or off to model pipeline risk scenarios. Weighted values and projected revenue update in real time.
| Account | Value | Stage | Close | Weighted | Include |
|---|---|---|---|---|---|
| Active Total | — | — |
MRR — Active Retainers
Toggle retainers to model attrition scenarios. MRR adjusts for Jun–Dec (7 months).
Adjusted MRR
—
Revenue Breakdown
Projected full-year revenue by source at current scenario settings.
⚑ Flag
Harmon Capital engagement score down 34% over 90 days. Last strategy call was 6 weeks ago. Flagged as probable churn in Q3 if no re-engagement by June 30.
⚠ Watch
2 discovery deals have been in pipeline for 90+ days without movement. At current close rate they contribute — to the forecast — but stalling is a signal.
↗ Path to Target
Calculating...
⚠ Watch
Oakhurst Living is month-to-month with no contract renewal in discussion. At $85K/mo, losing this account in Q4 would create a $255K hole in the forecast.
↗ Opportunity
BluePath Advisors is at proposal stage with a $225K engagement. Their fiscal year starts in July — decision expected by June 15. Accelerating this one deal closes most of the current gap.
↗ Opportunity
3 retainers — Frontier Analytics, Lakewood Health, and Summit Industrial — are at natural expansion points based on scope growth. Upsell conversations could add $20–40K/mo in MRR without new logos.