Forecasting #1 — Business Intelligence

Executive Overview

One view across CRM, Sales, Inventory, and Accounting. Totals come from SQL aggregates.

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Revenue — last 6 months

$18,823.10

$1,199.50 this month

Weighted pipeline

$12,450.00

3 open deals (CRM)

Net this month

-$22,887.17

$24,086.67 expenses

Stock value

$4,346.75

at cost (Inventory)

Overdue A/R

$4,500.00

sent, past due

Next month projection

$3,628.13

linear trend

Revenue trend & 3-month projection

$2,139.20May '26$2,838.80Jun '26$2,959Jul '26$3,988.20Aug '26$5,698.40Sep '26$1,199.50Oct '26$3,628.13Nov '26 *$3,768.40Dec '26 *$3,908.68Jan '27 *

* projected from linear trend