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Financial Projections

Forecast revenue, expenses, and cash flow based on historical trends and scenarios.

Dec 1, 2025 - Dec 4, 2025
Active filters:Period: This Month

1. Configure Your Projection

Select how far into the future to forecast (3, 6, or 12 months) and choose a scenario. The chart below shows historical data (solid line) and projected data (dashed line).

Projection Timeline

Adjust time horizon and scenario to model different outcomes

Scenario:

2. Projection Summary

Total projected amounts over the selected time period. Use these to plan budgets and set revenue targets.

Projected Revenue

$1,502,369.69

Avg: $250,394.95/month

1.9% vs current

Projected Expenses

$1,182,004.01

Avg: $197,000.67/month

4.0% vs current

Projected Net Income

$320,365.68

Avg: $53,394.28/month

Profitable

Cash Flow

-$130,345.22

Starting: $50,000.00

Ending: -$80,345.22

Negative

4. Cash Flow Projection Chart

Track how money flows in and out of your practice over time. This helps identify when you might need additional cash reserves or can make investments.

Cash Flow Projection

5. Monthly Breakdown

Detailed month-by-month projections showing revenue, expenses, net income, and confidence level. Confidence decreases over time as projections become less certain.

Monthly Projections

MonthRevenueExpensesNet IncomeConfidence
Month 1$230,182.76$191,545.92$38,636.8495%
Month 2$244,403.46$193,695.38$50,708.0890%
Month 3$232,446.08$195,868.97$36,577.1085%
Month 4$262,980.88$198,066.95$64,913.9280%
Month 5$258,904.63$200,289.60$58,615.0375%
Month 6$273,451.89$202,537.18$70,914.7170%