Forecast is Valutico’s advanced business planning engine, enhancing the forecasting step of the valuation process. It introduces additional financial metrics, automated cash flow calculations, and clear separation between financial statements: Income Statement, Balance Sheet, and Cash Flow Statement.
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Forecast Plus builds upon this foundation with a sophisticated forecasting and modeling framework. It leverages historical financials and user assumptions alongside benchmarking data to create automated, accurate business plan projections for both private and public companies.
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Forecast Plus generates detailed forecasts across core financial statements and schedules, including:

Forecast financials are generated based on a combination of:

Forecast supports five forecasting templates to accommodate varying complexity and use cases:

Templates can be selected based on reporting needs, internal requirements, or regulatory frameworks.
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Users can create multiple forecasting scenarios by clicking the name of the active scenario (e.g., "Advanced Plan") and selecting "New scenario" from the dropdown menu.
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Forecast provides three core forecasting techniques:

Forecast module delivers real-time forecasts based on key input drivers. The platform includes an extended validation screen to review forecast logic, spot anomalies, and make corrections on the fly.
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Forecast also calculates essential performance indicators to support financial health analysis.

Forecast module allows comparison of forecasts against multiple benchmark sources:

Forecast offers full Excel interoperability:

With a single click, generate comprehensive valuation reports summarizing all inputs and forecasts.

Forecast is fully integrated with Valutico’s valuation methods:

This integration ensures consistent use of forecast data across valuation workflows.

For enhanced flexibility, Forecast offers API access. This enables integration with external ERP systems or internal tools for custom workflows and automation.