What Is Forecasting and Goals in GrowthOptix?
Forecasting in GrowthOptix helps you project:
Revenue Performance
Monthly Recurring Revenue (MRR)
Goal Completion & Gaps
Churn/Retention Trends (coming soon)
Unlike static tools, GrowthOptix uses historical growth formulas based on your last 6 months of data and can show trends over the next 30, 60, or 90 days.
What you will be able to do:
Select your forecast formula (e.g., Last 6 Months Growth)
Choose your forecast period (e.g., Next 3 Months)
Calculate your Revenue, Forecast, and Goal Tracking automatically
You will see MRR Forecast:
Total MRR shown in blue bars
Forecasted MRR in dotted light bars
View growth trends by month and see where you’re headed
Option to manually adjust the growth rate if neede
Step-by-Step: How to Add a Forecast
Log in to your GrowthOptix account
Go to Dashboard → Forecast
Click “Create Forecast.”
Choose your metric:
Revenue
MRR
Select a Forecast Formula (e.g., “Last 6 Months Growth”)
Set your forecast period: Next 30, 60, or 90 days
Apply filters if needed (e.g., only Stripe or PayPal data)
Click “Generate.”
Your forecast will be visualized instantly, and you can save, export, or share it with your team.
Permissions You’ll Need
To use the Forecast tool, you need:
Stripe or PayPal connected
Active data syncing
Forecasts are based on synced data. No uploads required.
Common Issues and Fixes
Problem | Why It Happens | What to Do |
The forecast button isn’t showing | No connected data yet | Connect Stripe or PayPal and complete the first sync |
The forecast looks too flat/off | Short data history or low volume | Try a 90-day range or ensure both integrations are active |
Can’t save or edit forecast | Missing permission | Ask Admin to upgrade your role |
Forecast missing segments | Filters are too narrow | Broaden filters or check sync in Settings → Integrations |
Why Use GrowthOptix for Forecasting?
Real-time data from Stripe/PayPal
AI-assisted growth models
Built for SaaS, ecommerce, and subscription businesses
Set and track goals directly on your forecast screen
This isn’t just a graph, it’s your growth roadmap.
Recap
Go to Dashboard → Forecast and Goals.
Pick a metric and time frame.
Click “Generate.”
Track goals, revenue, and performance.
Need Help?
If your forecast doesn’t look right or something’s not working, our team is here to help.
Email us at [email protected], or click the purple chat bubble in the app to get assistance.
Try Forecast and Goals For Free