StartOS
Revenue Forecast

Forecast revenue with data, not dreams

Your revenue forecast is a spreadsheet that nobody trusts. CRM pipeline data lives in one system, accounting actuals in another, and the CFO spends hours reconciling them every month.

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Revenue Forecast — FY 2026

Board Deck Q2 scenario

FY Target

$720K

On Track

$694K

-3.6%

Pipeline

$182K

6 deals

Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Actual
Projected

How it works

StartOS bridges CRM pipeline with accounting actuals in one 12-month grid. Base forecasts project from real subscription and usage data. Scenario overlays let you model pipeline deals, adjustments, and what-if analysis, all against the same numbers your board sees.

  • 12-month fiscal grid with GL actuals + forward projections
  • CRM sync from HubSpot and Salesforce pipelines
  • Scenario modeling with deal overlays and adjustments
  • Side-by-side scenario comparison with variance analysis
  • Pipeline funnel visualization with deal velocity metrics
  • Weighted vs unweighted pipeline toggle
  • Forecast accuracy tracking with MAE/MPE KPIs
  • Auto-snapshot on month-end close for historical comparison

Three steps to get started

1

Connect your CRM

Sync pipeline deals from HubSpot or Salesforce. Stages map to forecast categories automatically.

2

Model scenarios

Create scenarios for board deck, budget plan, or downside case. Overlay deals and per-month adjustments.

3

Track accuracy

Snapshots freeze each month's forecast. Compare predictions to actuals over time.

Works with

HubSpotSalesforceStripe

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From first dollar
to first audit.

StartOS is in pre-launch early access. We're hand-picking the founders and finance teams we onboard. Tell us about you and we'll respond within 2 business days.

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