2026 Financial Forecast

Revenue Target

$2.10M

Full year 2026

Projected Revenue

—

Current scenario

Gap to Target

—

To hit $2.10M

Months Remaining

Jun – Dec 2026

Scenario On track with risk

Monthly Revenue — Actual vs. Projected

MRR + Recognized

Projected

Monthly target ($175K)

Pipeline Controls

Contract Stage Close Rate 90%

50%100%

Proposal Stage Close Rate 55%

0%100%

Discovery Stage Close Rate 25%

0%100%

Pipeline contribution —

$0 $2M max

Open Pipeline — 8 Deals

Account	Value	Stage	Expected Close	Weighted Value
Total Pipeline	$1,315,000			—

Attrition Risk — Active Retainers

Toggle accounts on/off to model attrition scenarios. The forecast updates in real time.

MRR Composition

$780,000/mo locked across 11 active retainers. Attrition assumptions applied from Jun 2026.

Adjusted MRR —

Agent Insights

⚑ 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 $17,500 to the forecast — but stalling is a signal.

↗ Path to Target

Calculating...