Reviewing and Adjusting Your Rollout Plan Using Forecast Graphs

This guide explains how to use the forecast graphs to review your rollout plan and make adjustments to ensure your targets are realistic and aligned with your financial goals.

What the Forecast Graphs Show

The graphs provide a visual summary of your key financial metrics over time, including:

• Earnings – Progress toward paying yourself and increasing profit

• Operating Expenses – How expenses track against targets

• Tax – Accumulated tax obligations and future payments

• Materials/Other Costs – Trends in key spending areas

These graphs tell a story about what’s achievable and highlight where you may need to tweak allocations.

When to Review

• After setting up your initial rollout plan

• Whenever baseline data or projections change

• During regular financial reviews (e.g., quarterly or every six months)

How to Interpret the Graphs

1. Look for Trends

   • Upward trends can indicate positive progress toward targets.

   • Downward or negative trends highlight areas that may need attention.

2. Check for Challenges

   • Earnings that dip or recover slowly may mean you need to adjust payouts.

   • High or increasing operating expenses may require rebalancing.

3. Understand Client or Team Comfort Levels

   • Some users prefer not to see negative trends (e.g., expenses outpacing income).

   • Use the graphs to gauge acceptable risk and plan for changes over time.

Adjusting the Rollout Plan

1. Review Percentage Allocations

   • Modify allocations (e.g., tax from 20% to 15%) to reflect realistic needs.

   • Reallocate surplus to areas under pressure, such as operating expenses.

2. Test Changes

   • Update the percentages in your plan.

   • Check the Forecast tab to see the impact on the graphs.

3. Balance Targets

   • Aim for sustainable progress rather than aggressive short-term goals.

   • Use small adjustments to avoid large fluctuations.

4. Iterate and Refine

   • Keep tweaking allocations until the graphs reflect a realistic, achievable plan.

Example

• Reduce tax allocation from 20% to 15% to free up funds for operating expenses.

• Observe the new forecast: materials level out, profit growth slows slightly but remains positive, and cash flow stabilises.

• Confirm these changes align with your long-term targets and client comfort levels.

Tips

• Use the graphs as a conversation tool with your team or clients.

• Schedule regular reviews (e.g., monthly or quarterly) to stay on track.

• Adjust gradually rather than making drastic changes all at once.