The operating model for the business you actually run
Most finance teams keep the forecast in one workbook and the truth in another. Convexent keeps your pipeline, your closed months, and your plan in one model — so they cannot drift apart.
Finance Teams
The cycle you run every month
Five steps, then it repeats — each one on the same model rather than a fresh workbook. Some you drive yourself; the rest we run alongside you.
- 01 In the product
Stand the model up
Start from your historicals, a board deck, or a blank sheet. Drivers, scenarios, and a full assumption book — authored as a spec, with statements falling out of the same source.
- 02 In the product
Land your first actuals
This is the moment the model stops being a document and starts being a system. Closed months lock, restatements and new periods are picked up, and everything after them updates.
- 03 Run with you
Close the month, explain the change
Variance against the model’s own forecast, per scenario and correctly signed, plus month-over-month flux at the account level — ranked so what surfaces is material rather than noisy.
- 04 Run with you
Answer the cash question
Cash position, burn, and months of runway, reconciled to the ledger — with the definition of burn stated alongside it, because burn means three different things and the one you are using should be explicit.
- 05 In the product
Re-forecast the year
YTD actuals plus forecast for the remaining periods, against plan — with the weighted pipeline driving the revenue line rather than sitting in a separate sheet. Then the cycle runs again.
Pipeline in. Actuals in. One forecast out.
The plan, the deals that drive it, and the months you have already closed — all the same model, so a change in one is a change in all of them.
Your pipeline, deal by deal
Every open deal carries its own value, close timing, and stage weight — and the expected-value math is a formula, not a paste. Move a weight or a close date and the revenue line moves with it. Deals with no date signal are shown and excluded, never quietly dropped.
Where the actuals stop, the forecast starts
Closed months are locked to what actually happened. Everything after them is your forecast. The line between the two moves on its own as you close — you are not rebuilding the workbook every month to make room for one more column.