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The financial forecast template every 
$1m+ ecommerce brand needs to have

Foresight Financial Forecast Template

$49 $3,999 VALUE

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Finally, ecommerce founders can get a good night’s sleep.

The Foresight Financial Forecast Template is one of the most powerful financial tools you’ll ever encounter. Why? Because it’s the only template that captures the detailed metrics and modeling required to forecast every crucial marketing channel that matters to an ecommerce brand.

Complete Financial, Marketing and Cash Flow Forecast Template

This template provides a comprehensive P&L forecast, stock and cash balances, and visual forecast vs. actuals comparison.

Founder-Friendly Step-by-Step Training

Four hours of specific, step-by-step training will walk you through every tab of the template and how to complete each one.

Tailored for Australian Ecommerce Brands

Includes GST calculations and Australian superannuation, making it perfect for Aussie ecommerce businesses.

This template has the potential to take a $1m brand to $10m, and a $10m brand to $100m. It’s that powerful.

 

One day, an ecommerce brand approached me, eager to invest an additional $10,000 per month in marketing. I asked, “What CPA do you expect from that?” They didn’t know.

Next, I asked, “Do you have a forecast for what that extra spend will bring in?”

They didn’t know.

They were about to invest a significant sum without clear goals or criteria for success. This is a conversation I have with ecommerce brands more often than I should.

Few tools exist for established ecommerce brands that provide a comprehensive view of their financial future and how each marketing channel impacts growth. Without such a tool, you’re navigating blindly.

I’ve seen too many ecommerce brands unsure if they could pay their staff or their next ad bill, with their emotions tied to daily sales fluctuations. I knew there had to be a better way to help founders feel more secure and confident in their financial decisions.

For most ecommerce brands, digital marketing is their largest expense outside of COGS. It’s also the hardest to predict and understand. We set out to create a forecast model that not only provides visibility into these areas but also helps you manage them effectively.

We teamed up with professional Chartered Accountants and bookkeepers to create the Foresight Financial Forecast Template, integrating all the crucial marketing formulas and metrics. This template is designed to help you create financial projections for both startup and existing businesses, ensuring you can compare these projections to actual financial statements and make necessary adjustments for accuracy.

We built in all the marketing formulas and the things we know are so important and most impactful, while also building in everything that would be needed to get visibility of cash flow. By utilising existing or estimated financial data, this template helps forecast future income and expenses, providing a clear picture of your financial health.

If you’re ready to catch some more zzzz’s at night because you’re no longer constantly stressing about finances, and have a big picture view

What's included in the financial projections template

General Features

  • Start the model from any month
  • Two-year forecast period of projected income.
  • Apply seasonality to marketing or sales channels.
  • Manage key assumptions centrally.
  • Training videos with real examples in Shopify.

Marketing Forecasting Features

  • Sales impact with automated commencement and growth formulas.
  • Conversion rate optimisation changes reflected across channels.
  • Paid digital forecast driven by CPC, conversion rate, AOV, and more.
  • Includes Meta, Google Ads, TikTok, YouTube, Pinterest, Bing, and Programmatic channels.
  • Separate brand and non-brand search forecasts.
  • Allocate a percentage of revenue for channel crossover.
  • Automatic ROAS and CPA calculations.
  • Forecast for email and SMS campaigns, flows, and list growth spend.
  • Track organic social follower growth and sales impact.
  • Manage affiliate marketing costs and revenue percentages.
  • Separate baseline from incremental marketing channel growth.

Marketing / Sales Channels included

  • Organic search
  • Organic social
  • Referral and affiliate sales
  • Direct and unassigned sales
  • Paid digital
  • Email

Plus, flexibly add any other revenue channel such as Amazon, Etsy or other dropship locations

Meta, Google, TikTok, Bing, YouTube, Pinterest, Programmatic, Klaviyo, Shopify

Stock and Cash Flow Forecast Features

  • Automatic month end stock balances based on sales.
  • Cash forecast for inflows and outflows. Easily see if you’ll need a cash loan to pay for stock.
  • Account for stock purchasing deposits and final payments.
  • Easily change the months delay between payment and stock receipt.
  • Flexibly add balance sheet cashflows (ATO debt repayments, owner’s drawings, capital spending).

Operating Expenses and Lending Forecast Features

  • Account for loan payback of cashflow loans (such as those offered by PayPal, Shopify, Wayflyer).
  • Flexibility add any indirect expense however you like including interest paid to lenders, payroll and other small business costs.
  • Distinguish between fixed costs and variable costs (fixed costs are expenses that remain constant regardless of sales, such as rent and salaries, while variable costs depend on sales levels).

P&L / Profit and Loss Forecast Features

  • Estimate the future cash flow in and out of the business with a month-to-month breakdown to get a summary view of your monthly sales and annual net income and profit.
  • Apply any direct cost / variable cost as a percentage of revenue or by order numbers.
  • Include special costs related to returns and percentage of returns.
  • Compare forecast versus actual performance on core metrics.

Visual Financial Forecasts

Get visual trends and understand important financial ratios across the following key metrics both as a forecast and as actuals:

  • Revenue
  • Profit
  • COGS (cost of goods sold)
  • End of month cash balance
  • End of month inventory
  • Seasonality
  • Gross profit by channel
  • Revenue by channel

Who this financial projection template for?

  • Ecommerce Entrepreneurs generating $1m+ in annual sales, looking to optimise financial planning.
  • Established Business Leaders needing detailed forecasting to support growth.
  • New Investors in Ecommerce seeking a reliable tool to predict financial outcomes and manage risks.
  • Marketing Managers requiring a clear view of how their spend impacts financial health.
  • Financial Controllers looking for a customisable and comprehensive forecasting tool.
  • Not everyone is the right fit for the Foresight Financial Forecast Template.

You're a good fit if:

  • You run an established ecommerce business with $1m+ in sales.
  • You need detailed forecasting for various marketing channels.
  • You aim to streamline financial planning and expense management.
  • You are looking to scale your brand with confidence.

You're not a good fit if:

  • You are a startup or early-stage business that doesn't need to account for as much detail.
  • You need basic or generic forecasting tools.
  • You are not focused on growing your ecommerce brand.

Buy the template today

$3,999 $49

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Brands we’ve worked with

Who’s behind this template?

Hi – I'm Michelle. I unlock ecommerce growth through the power of SEO.

Ecommerce isn't just about selling; it's about creating a brand that thrives online. My approach goes beyond basic SEO—giving you cutting edge strategies and actions that drive real growth, blending over 20 years of marketing experience with the precision of targeted digital campaigns.

I don't just play the game; I've helped shape it, co-founding Australia's largest startup community and mentoring with Blackbird Ventures. My work with brands like Under Armour, KeepCup, and YETI showcases a track record of elevating ecommerce businesses across the globe.

Most importantly, I know this should not be about turning you into an SEO expert; it's about allowing you to leverage expertise and use it to fuel your brand's engine. I believe in giving you the entire playbook—the same strategies my agency uses, that some brands pay us up to $20,000 a month to implement, now distilled into this course. Because your goal is clear: sustainable sales growth. And I'm here to help you achieve exactly that.

The Foresight Financial Forecast Template will continue to improve and expand

With a one-time payment, you get lifetime access. We will keep updating and expanding the template to ensure it remains current and effective.

  • Template improvements
  • New forecasting modules
  • Bonus materials and guides
  • Updates to save time and maximise results
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FAQS

Buy the template today

$3,999 $49

ADD TO CART

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