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  3. Preparing a forecast

Preparing a forecast

A forecast is your best guess at how much revenue and cost your business will generate in the coming years. The forecast can be feel daunting for entrepreneurs, but don't worry - the articles in this section will help.

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  • Downloading and printing from the Forecast tab
  • How do I edit or delete forecast entries?
  • Forecast Builder
  • Forecast Notes
  • Live Forecast
  • Copying a forecast item
  • Preparing a forecast
  • Changing the start date of your forecast
  • Entering starting balances for an existing company
  • Forecasting your revenue streams
  • Using multiple forecasts to create scenarios
  • How can I include more forecast details in my plan?
  • Using a calendar year vs. a fiscal year in your forecast
  • Changing the forecast length and years of monthly detail
  • How do I forecast sales growth?
  • Entering direct costs
  • What is the difference between direct costs and expenses?
  • Entering expenses
  • Entering personnel
  • Entering direct labor employees
  • Entering regular labor employees
  • What is the difference between direct labor and regular (indirect) labor?
  • Understanding head count details for personnel
  • Employee-related expenses: changing the Burden Rate
  • How do I locate my salaries and wages in the Profit and Loss?
  • Entering loans, interest, and loan payments
  • What is the difference between short-term and long-term debt?
  • Entering a loan with a custom disbursement or payment schedule
  • Entering a loan with a down payment
  • Entering a loan with deferred payments
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