operoDemo
Fieldstone ServicesDemo data

Revenue forecast

Where the next twelve months of revenue come from, by type of work and by client. Each line has its own drivers, so you can see which one the plan is leaning on.

StripeQuickBooksHubSpotSynced daily · as of 1 Oct 2026
Next 12 months
$3.65M
17.3%vs last 12 months
Recurring
64%
Of it from retainers, billed every month
From new clients
$440K
12% of the year, from clients not signed yet
Top five clients
20%
Of next year's revenue

Monthly revenue by line

Solid bars are from the books, lighter bars are the forecast. Hover any month.

Monthly revenue by line of business, January 2025 to December 2027. Use the left and right arrow keys to read each month.FORECASTACTUAL$0$100K$200K$300K$400KJan 25Apr 25Jul 25Oct 25Jan 26Apr 26Jul 26Oct 26Jan 27Apr 27Jul 27Oct 27
RetainersProjectsHourly work
Retainers64% of next year
$2.34M
Next twelve months
20.3%vs last 12 months

Billed every month, so it is the most predictable line. It grows with every new client signed and shrinks with every client who leaves or cuts back.

1.25
Signed and started
$4,500
What a new client signs at, a month
1.75%
Clients leaving or cutting back
Projects24% of next year
$890K
Next twelve months
11.7%vs last 12 months

Fixed-fee work that comes and goes with the seasons: slow in high summer, quiet in December.

$72,000
Average, before the seasons move it
Hourly work12% of next year
$420K
Next twelve months
13.3%vs last 12 months

Extra hours clients buy on top of their retainers, steady through the year apart from the holidays.

$34,000
Average, before the seasons move it

The price increase each January lifts all three lines, and is set on the Forecast model. Every slider here is the same one as there, so a change on this page moves the forecast, the P&L and the cash with it.