Two questions, every review

How have we done since we last met, and where do we land if we carry on at this pace. A review answers both, in that order. The second only means anything once the first has been answered honestly.

How have we done since we last met

A review opens on its own last set of numbers. Before anything else, we mark the actuals against what the previous review said would happen and score the gap plainly, whether it flatters us or not.

What the last review said
$61.0M
What actually happened
$64.8M
Ahead by
+$3.8M

Why

Pricing moved in April, ahead of plan

+$2.4M

Two enterprise renewals banked early

+$2.1M

Three deals slipped into next quarter

−$1.9M

Everything else, netted

+$1.2M

Every line carries a number rather than an adjective, and the lines reconcile to the gap. Scoring the last forecast honestly is what earns the right to make the next one.

And where do we land if we carry on at this pace

Only now do we re-base. The base case is rebuilt on what is true today and projected forward three years. Around it we forecast a minimum, every identified harm landing at once, and a maximum, every identified opportunity landing at once.

Today202620272028
This year, 2026

$248.6M

Minimum $241.0M, maximum $256.3M

Next year, 2027

$271.4M

Minimum $248.9M, maximum $295.8M

The year after, 2028

$296.2M

Minimum $257.5M, maximum $344.6M

The minimum prices what could go wrong: account concentration, a hiring plan ahead of pipeline, a renewal cohort slipping. The maximum prices what could go right: the pricing move already tested, a second region, the contract sitting in legal. Each one is sized and dated, so the next review can score it too.

Then it happens again

Look back, explain the gap, re-base, project. Because each cycle scores the last one, the forecast stops drifting and starts converging: the band around a given year narrows every time it is marked.

The 2027 forecast, re-based three times

First review±8.6%
Second review±6.1%
Third review±3.8%

Monthly

Where a month changes the picture: early growth, thin cash cover, volatile demand.

Quarterly

The common choice. Long enough for a decision to show in the numbers, short enough to catch a bad assumption inside the year.

Half-yearly

Where the plan holds longer. Each sitting covers more ground, so it opens on a wider range.

How often is a decision, not a default. Whichever interval you choose, the year still closes on a full re-base.

Between reviews

The scored base case and the range around it stay live between sittings, so nobody has to ask where things stand.

A depiction of the standing view, not a screenshot.
View a sample dashboard

A working demonstration, built on representative figures.