Agency Revenue
Forecasting Model
About this template
This template was designed to take the guesswork out of growing your agency. Manage new customer wins, retainers and churn all in one simple, easy to use spreadsheet.
Use the template to:
- View retainer revenue growth and upcoming churn broken down by month
- Plan resource allocation for new projects when they’re due to land
- Measure revenue growth by service or category
How to use this template
Select ‘Get Template’ and fill in your details to make a copy of the Google Sheet template. Once copied, you’ll be able to add your company branding, client and revenue information.
The template is designed to outline your projected revenue growth for the next 36 months based on retainer and project values and start and end dates.
Simply input your numbers and the sheet will do the rest.
If you get stuck, feel free to reach out!
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