Combine revenue operations and FP&A
Revenue modeling is the backbone of P&L and cash flow forecasts. Include it with your financial model by including your revenue model in Francis, even if your forecasts are done elsewhere.
Revenue forecasts should guide P&L and cash flow forecasts
Revenue modeling and financial statements are often separate entities. However, your revenue forecast is worth much more when integrated into your financial model.
The backbone of your financial planning
Build a revenue model
Start from scratch or replicate your the underlying logic from your existing revenue model in Francis.
Import revenue data
Import revenue data from accounting systems or other business tools to compare against actuals.
Forecast revenue
With the revenue model defined and all your accounting and business data set up, start forecasting your revenue.
Connect your statements
Link your revenue forecast with your P&L and balance sheet to understand the cash effect of your forecasts.
Al-Harth Al Janaby, Finance Director at FRAMA
Build your revenue model
You probably have an existing revenue model in Excel or Sheets, so why reinvent the wheel? Simply replicate the underlying logic and keep it separate from your financial statements to stay structured.
Import revenue data
First, connect your accounting system and pull your actual revenue data directly into Francis. Next, identify other data relevant for your revenue modeling and import these via a Google Sheets connection.
Forecast revenue
Once you've defined the underlying logic for your model and imported accounting and business data, start forecasting your revenue. If you have an existing forecast, simply copy-paste it into Francis.
Connect your statements
Link your revenue forecast to your P&L using formulas similar to Excel. Once you've defined your revenue model in Francis it'll automatically be versioned allowing you to easily compare forecasts over time.
Absolutely. Francis functions like a spreadsheet, so if your current revenue model is in a spreadsheet format, you can easily paste it into Francis or replicate the underlying logic. This allows you to take full advantage of our built-in re-forecasting features.
No problem at all. Simply export the data into a spreadsheet format, and you can incorporate it into your financial planning in Francis. Just ensure that the number format in your spreadsheet matches that in Francis, and everything should work smoothly.
Yes, you can import historical business data via our Google Sheets integration. If you have specific integration requests, please contact us at support@francis.app.
Absolutely. When you sign up for Francis, you can opt into our onboarding process, which includes three one-hour meetings. The goal of onboarding is to get you started with either a three-statement model (P&L, balance sheet, and cash flow) or, if you prefer, we can focus on building or replicating a revenue model.
There are virtually no limits to how complex your models can be in Francis. In our experience, users haven’t felt constrained by the platform's modeling capabilities.
However, if you have an extremely complex revenue forecast in Excel or Sheets and are comfortable managing it there, you might consider keeping it in its original format. You can then use Francis for your three-statement analysis and copy your revenue model’s conclusions into Francis to compare actuals against forecasts throughout the year.
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