Forecasting your revenue or sales streams
The revenue stream form guides you on how to enter your revenue data. There are 5 ways to forecast revenue streams. You'll choose the type when you set up a revenue stream by clicking the appropriate option in the form:
Different business models require different forecasting approaches. Upmetrics supports five forecasting types. Each type of revenue stream is described briefly below. You can choose any of these forecasting models for any revenue stream in your plan and edit or delete it later.
Unit Sales: Choose this option if you want to enter the number of units you expect to sell, along with the price for each, and we will calculate the totals.
Charge Per Service: Choose this option if you want to enter the number of customers you expect to sell them, along with the service charges for each, and we will calculate the totals.
Recurring Charges: Use our subscription model to calculate the recurring revenue based on new signups, renewals, and cancellations.
Hourly Charges: Choose this option if your revenue stream is based on per-hour pricing.
Fixed Amount: Perfect for scenarios where your income remains the same each month, quarter, or year, such as rental payments or interest earnings.
How to Choose the Right Model
| Model | Use When... |
| Unit Sales | You sell physical/digital products by quantity. |
| Charge Per Service | You charge one-time service fees per client/project. |
| Recurring Charges | You have subscription revenue or memberships. |
| Hourly Charges | You bill based on hourly work. |
| Fixed Amount | Your revenue is predictable and unchanged each period. |
Note: If a revenue stream has multiple components (e.g., base subscription + add-ons), create separate revenue streams for each.