Finance · Cash flow · Component

The cash forecast

Money in and out by week, thirteen weeks ahead — long enough to see a problem and short enough to be accurate.

The deliverable

What it is

Monthly cash figures hide the week the balance goes negative. Weekly granularity is what makes the forecast an instrument rather than a report.

Thirteen weeks is the standard horizon because it is long enough to act on and short enough that the individual receipts and payments are largely known.

One level in

What it is made of

Each element is a constituent part of the component. Follow one to see the attributes it carries.

  1. The inflows

    Expected receipts by week, timed by when money actually arrives.

    3 attributes: Amount · Expected · Confidence

    Learn
  2. The outflows

    Expected payments by week, including the ones that are easy to forget.

    3 attributes: Amount · Due · Flexibility

    Learn
  3. The balance

    The projected closing position each week, and the lowest point.

    3 attributes: Closing balance · Minimum across horizon · Action threshold

    Learn

Forecast weekly. Monthly totals hide the week the balance goes negative, which is the only week that matters.