The revenue forecast uses a machine learning model to predict future revenue, helping you identify trends and make more informed financial and strategic decisions.
Last updated: May 13, 2025
Available for Enterprise plans only.
The revenue forecast is a powerful tool that leverages machine learning to project future revenue. It provides critical insights to support strategic financial decision-making across credit control, resource allocation, and risk management.
Use the revenue forecast to support:
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Financial planning
Gain visibility into future revenue to improve budgeting, liquidity management, and ensure sufficient resources for operational and investment needs. -
Risk mitigation
Anticipate trends in customer payment behaviour and liquidity, allowing you to proactively adjust credit policies and minimise financial risk. -
Performance monitoring
Track progress against targets, identify early warning signs of underperformance, and take timely corrective action to stay on course.
The forecast is updated on the first day of each month and provides a clear, month-by-month projection.
A preview of the revenue forecast chart is available in Chasefeed, with an option to view more detailed insights.
You can access the full Revenue Forecast page by clicking the See more button. This page provides key summary statistics and a detailed breakdown of projected revenue performance, including:
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Year-to-date (Actuals)
The total revenue recorded from the start of the selected period up to the current date offers a clear view of earnings before the forecast period begins. -
Cash at risk
An estimate of potential uncollected revenue for the remainder of the forecast period, based on predicted late or non-payment. -
Monthly forecast
The projected revenue for the upcoming month will help with short-term financial planning. -
Annual forecast
The total expected revenue for the rest of the period is displayed in the chart view, supporting long-term forecasting.
In addition, the page includes a tabular view comparing actual revenue to forecasted values, along with best- and worst-case scenarios to represent the confidence interval of the model.
Functionality
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Tooltip
Hover over the chart to view precise revenue values at each point. -
Export options
Click the Download button to export the chart as a PNG image or the underlying data as an XLSX spreadsheet. -
Start month selector
Use the Start from dropdown to select a starting month. The chart will then display revenue projections for the following 12 months.
Revenue forecast calculations
Multiple machine learning models power Chaser’s revenue forecast, each optimised for different business segments based on location, typical invoice volume, and average invoice value. These models draw on a comprehensive set of features to generate accurate and tailored forecasts for your business.
The forecast takes into account the following factors:
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Country: Considers region-specific economic conditions, market trends, and regulations.
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Timezone: Aligns forecasts with local business hours and activity patterns.
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Financial year-end: Ensures forecasts are aligned with your reporting periods.
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Month and season: Accounts for seasonal trends and monthly variations in revenue.
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Year: Captures long-term macroeconomic and business environment changes.
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Previous revenue values: Analyse historical trends to inform future projections.
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Percentage of invoices paid on time: Reflects customer payment behaviour and cash flow reliability.
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Total amount due: Indicates outstanding receivables that may impact future cash inflows.
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Invoice value and volume: Assesses the scale and frequency of business transactions.
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Volume and amount chased: Measures the intensity and effectiveness of credit control efforts.
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Credit notes: Adjusts for discounts, returns, or write-offs, refining the net revenue picture.
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Overpayments and pre-payments: Accounts for future revenue adjustments and early indicators of cash inflow.
These elements are combined to produce a dynamic, context-aware forecast that supports confident financial planning and strategic decision-making.
Still need help?
Please get in touch at support@chaserhq.com or message us on live chat.