Which plan includes forecasting?

Forecasting is included from Business (£59 a month), along with pricing scenarios and advanced and custom reports.

Is the forecast revenue or cash?

It is a billing and cash view. It shows when money should be invoiced and when it arrived; work delivered but not yet billed is in Reports.

Where does the booked figure come from?

It comes from each live project's billing setup: a retainer's fee for each period, a fixed-fee project's invoice schedule, or scheduled hours at the project rate for time and materials.

Can I override a month?

Yes. Type over any booked month to set your own figure, and clear the cell to go back to the figure worked out from the project.

Does the forecast count a deal twice?

No. A deal linked to a target is counted inside that target, not as pipeline, and a won deal whose target is still open is flagged so you can mark it landed.

Forecasting · Business area

A revenue forecast that already knows your booked work

Ambital's forecast shows your financial year month by month: what live projects are due to bill, deals in your pipeline, the targets you still plan to win and the money already paid, all against your revenue goal. Build pricing scenarios, compare two side by side and track the one you commit to.

From Business · £59/monthMore in Business

Ambital revenue forecast for FY 2026/27: a £145,000 goal, £130,130 booked, £21,500 pipeline and £88,200 of targets, stacked month by month against paid invoices

Where the numbers come from

Nothing to type twice

Booked: what each live project should bill each month, from its retainer, invoice schedule or scheduled hours
Pipeline: open deals, in the month they are expected to close
Targets: work you plan to win, spread over the months you choose
Actual: paid invoices, in the month the money arrived
Months already gone count at actual

What you decide

Your plan, your call

A revenue goal and a take-home target for each scenario
Which scenario is your active plan
Your own figure for any booked month, by typing over it
When a target has landed, once its deal is won
Which financial year you are looking at

How it works

A plan for the year in four steps

Step 1: Set up a scenario
On the Pricing page, set your revenue goal, running costs, capacity and the targets you plan to win.
Step 2: Open the forecast
Booked work, pipeline and targets appear month by month, with the gap to your goal.
Step 3: Compare plans
Pick a second scenario to see the two side by side, month by month.
Step 4: Track the one you choose
Make it your active plan. As projects bill and deals close, the forecast moves with them.

Inside forecasting

Everything the forecast shows you

Goal to gap

Six figures across the top: your goal, booked work, pipeline, targets, what has been paid so far and the gap still to find.

Booked by project

Each live project's expected billing by month. Amber cells are your own overrides; clear one to go back to the worked-out figure.

Scenario comparison

Put a second scenario beside the one you are tracking. A deal linked to one scenario's targets is not counted twice.

Pipeline

Deals move through stages on the pipeline board, which shows their weighted value. Open deals feed the forecast in the month they should close.

Won deals flagged

When a deal linked to a target is won, the forecast asks you to mark the target landed so it is not counted twice.

Ask Ambi about the year

Ask what you are on track to bring in this year and Ambi answers from the same numbers you see on the forecast.

Plans

Which plans include forecasting

What each Ambital plan includes for forecasting
Feature	Free · £0	Pro · £39	Business · £59	Business Pro · £79	Teams · £150
Revenue forecast and pricing scenarios	Not included	Not included	Included	Included	Included
Scenario comparison and active plan	Not included	Not included	Included	Included	Included
Portfolio view across several organisations	Not included	Not included	Not included	Included	Included

Compare every feature by plan →

Questions about forecasting

Before you plan the year

Which plan includes forecasting?: Forecasting is included from Business (£59 a month), along with pricing scenarios and advanced and custom reports.
Is the forecast revenue or cash?: It is a billing and cash view. It shows when money should be invoiced and when it arrived; work delivered but not yet billed is in Reports.
Where does the booked figure come from?: It comes from each live project's billing setup: a retainer's fee for each period, a fixed-fee project's invoice schedule, or scheduled hours at the project rate for time and materials.
Can I override a month?: Yes. Type over any booked month to set your own figure, and clear the cell to go back to the figure worked out from the project.
Does the forecast count a deal twice?: No. A deal linked to a target is counted inside that target, not as pipeline, and a won deal whose target is still open is flagged so you can mark it landed.

What you are looking at

The Revenue Forecast opens on FY 2026/27, with the FY base plan marked as the active plan.
Six figures run across the top: a £145,000 goal, £130,130 booked, £21,500 in pipeline, £88,200 of targets, £23,880 paid so far and £76,720 planned beyond the goal.
The chart stacks booked work, pipeline and targets for each month from April to March, with paid invoices as a line and the monthly goal dashed.
Below the chart, a table lists each live project's expected billing by month.

Know whether the year is covered

Ambital is in private beta. Apply to test and you'll get in first, with free months at launch for committed testers.

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Free plan · No card required · Built in the UK