Forecasting unit sales revenue streams Follow

If you want to enter the number of units you expect to sell, along with the price for each, choose the Unit sales revenue stream model, and LivePlan will calculate the totals automatically.

Keep in mind that how you define a 'unit' depends on what you sell. If you offer widgets, just enter the quantity of those widgets (shirts or computers or whatever) you think you'll sell. For other offerings, you might want to use 'units' to mean consulting engagements or fixed-price contracts or pallets of low-value materials. Do what makes sense for your business.


Adding a unit sales revenue stream

  1. Click on the Forecast tab, then click the Add Revenue Stream button:
  2. Enter a name for your unit sales revenue stream, then click Next:
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  3. For the type, select Unit sales. Then click Next:
  4. Enter the number of units of this product you think you'll sell. This can be either a constant amount per month or year, or varying amounts.

    If you chose Constant amount, enter the number of units you forecast for each month or year:

    Then, indicate when the revenue for this unit sales stream will begin. Click Next:

    If you chose Varying amounts over time, enter the number of units you forecast to sell in any months you prefer. Then click Next:

  5. Enter the amount you will charge for each unit of this product or service. You can enter a constant price, or varying prices over time:
  6. Click Save & Close.


Editing or deleting a revenue stream

To edit an existing revenue stream:

  1. In the Revenue table, click on the name of the revenue stream you'd like to edit:
  2. The edit overlay will appear. You can click on any of the steps across the top that you wish to edit:
  3. Make your desired changes, and click Save & Close. For more details, see How do I edit or delete forecast entries?


To delete a revenue stream:

  1. In the Revenue table, click on the name of the revenue stream you'd like to delete:
  2. Locate the trash can icon in the lower left corner of the overlay. Hover over it, and click Delete:
  3. Click Confirm.


Where does this entry appear in the financial statements?

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




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