All Features

Know what's coming – revenue and cashflow at a glance

Revenue forecasts, cashflow projections, and capacity planning with trend analysis. Make data-driven decisions for your business growth.

zen-work.at/forecast
Know what's coming – revenue and cashflow at a glance

Revenue forecasts, cashflow projections, and capacity planning with trend analysis. Make data-driven decisions for your business growth.

12

Month Outlook

Live

Live Data

Auto

Trend Analysis

PDF

Export

Step by step

How Business Forecast Works

From data to actionable insights in three steps

1 Step 1

Analyze Historical Data

The system analyzes your invoices, expenses, and project data to identify revenue patterns and trends.

  • Automatic data collection
  • Revenue pattern recognition
  • Seasonal trend detection
zen-work.at/reports
Analyze Historical Data

The system analyzes your invoices, expenses, and project data to identify revenue patterns and trends.

2 Step 2

Generate Projections

Based on historical data and current pipeline, forecasts for revenue, cashflow, and capacity are generated.

  • 12-month revenue forecast
  • Cashflow projections
  • Capacity utilization outlook
zen-work.at/sales-processes/pipeline
Generate Projections

Based on historical data and current pipeline, forecasts for revenue, cashflow, and capacity are generated.

3 Step 3

Plan & Optimize

Use forecasts to make strategic decisions about hiring, investments, and business development.

  • Scenario comparison
  • Growth rate analysis
  • Exportable reports for stakeholders
zen-work.at/projects/1/budget
Plan & Optimize

Use forecasts to make strategic decisions about hiring, investments, and business development.

All features

Everything for Business Forecasting

Professional features for data-driven business planning

Revenue Forecast

Project future revenue based on historical invoicing data, recurring contracts, and open quotes.

Cashflow Projection

Visualize expected inflows and outflows. Plan for cash-tight periods before they arrive.

Capacity Planning

Forecast team capacity based on current utilization and planned projects. Know when to hire.

Trend Analysis

Identify business trends from your data. Compare month-over-month and year-over-year performance.

Scenario Planning

Model different business scenarios to understand impact on revenue and resources.

Automated Reports

Receive automated forecast reports via email. Keep stakeholders informed without manual effort.

Benefits

Why Business Forecasting

Stop guessing, start planning. Data-driven decisions for sustainable growth.

1

Data-Driven Decisions

Base strategic decisions on real data instead of gut feeling. Revenue trends and projections at your fingertips.

2

Cash Flow Confidence

See upcoming cash-tight periods before they happen. Plan expenses and investments with full visibility.

3

Growth Planning

Know when you can afford to hire, invest, or expand. Capacity forecasts keep your growth sustainable.

A Closer Look at Forecasting

The features that make business planning powerful.

Revenue Trend Analysis

Visualize revenue trends over time with automatic pattern detection. Compare actuals vs. forecasts to improve accuracy.

  • Monthly and quarterly trends
  • Actual vs. forecast comparison
  • Seasonal pattern detection
zen-work.at/recurring-invoices
Revenue Trend Analysis

Visualize revenue trends over time with automatic pattern detection. Compare actuals vs. forecasts to improve accuracy.

Cashflow Visualization

See projected inflows from invoices and outflows from expenses on an interactive timeline. Plan for every scenario.

  • Interactive cashflow chart
  • Invoice and expense projections
  • Configurable time periods
zen-work.at/invoices?filter=overdue
Cashflow Visualization

See projected inflows from invoices and outflows from expenses on an interactive timeline. Plan for every scenario.

More views

What forecasts do beyond the chart

Four areas where forecasts in Zen-Work go further than a trend line.

zen-work.at/audit-log
Forecast versions & audit

Who changed which assumption when? The audit log captures every adjustment — important for board and review.

zen-work.at/automations
Automated forecast reports

Monthly or quarterly forecasts go out automatically to leadership and finance via automation.

zen-work.at/portfolio
Portfolio feeds the forecast

Active projects with budgets and timelines flow into the forecast — no second list to maintain.

zen-work.at/expenses
Expenses in the cashflow view

Logged expenses appear in the cashflow projection right away — liquidity in real time.

Use cases

Perfect for Forward-Thinking Businesses

Whether startup or established company – forecasting helps you plan with confidence.

CEOs & Founders

Strategic business overview with revenue projections and growth metrics for boardroom decisions.

Finance Teams

Cashflow planning, budget forecasting, and financial reporting in one integrated tool.

Growing Businesses

Plan hiring, investments, and expansion based on data-driven capacity and revenue forecasts.

Before vs. After

Zen-Work vs. spreadsheet / standalone FP&A tool

What changes when the forecast is no longer an isolated workbook updated once a quarter.

Worksheet / standalone FP&A tool
Zen-Work
Cost
Per-user FP&A license
Included in the plan
Data source
Manual export then import
From real data — pipeline, invoice, expense
Freshness
Re-glued every quarter
Live the moment something changes
Scenarios
A workbook per scenario
Best/realistic/worst side by side
Export
Re-format worksheet for the board
PDF & CSV, ready-formatted
Privacy
Data on US cloud
EU servers, GDPR-compliant

Ready to Plan Your Business Future?

Start free and unlock data-driven forecasting for your business.