Reconcile a revenue plan to secured revenue, contracted recognition, pipeline conversion, in-horizon timing, and delivery capacity, then identify the commercial assumptions still required to make the plan supportable.
About this interactive
The analysis separates revenue already secured from contracted revenue that can be recognized inside the horizon and pipeline revenue that depends on both conversion and timing. Expected commercial revenue is then tested against the entered delivery-capacity ceiling. The remaining plan gap and the advanced-pipeline conversion threshold are calculated directly from management-entered assumptions. No external conversion benchmark or hidden evidence score is imposed. The view supports commercial planning within our Private Equity FP&A practice.
Forecast coverage
The chart stacks secured revenue, contracted revenue recognized inside the horizon, and pipeline revenue after entered conversion and recognition timing. The plan and delivery-capacity ceiling remain visible as separate constraints.
Evidence layers
Gross commercial value and expected in-horizon revenue are kept separate so the plan cannot treat unsigned or late revenue as equivalent to secured revenue.
Plan dependency
The conversion threshold solves for the advanced-pipeline conversion rate required before capacity, while the capacity test remains independent. A plan can fail either test or both.
What the interactive shows
PRIVATE EQUITY COMMERCIAL FORECAST ACCOUNTABILITY — ILLUSTRATIVE DEFAULT RECORD INPUTS Revenue plan: $7,000,000 Secured revenue in horizon: $4,600,000 Contracted new revenue: $1,000,000 Contracted recognition in horizon: 80% Advanced pipeline: $2,500,000 Advanced conversion assumption: 55% Advanced recognition in horizon: 70% Early pipeline: $1,500,000 Early conversion assumption: 20% Early recognition in horizon: 45% Delivery-capacity ceiling in horizon: $6,800,000 COMPUTED POSITION Contracted revenue recognized in horizon: $800,000 Advanced-pipeline revenue expected in horizon: $962,500 Early-pipeline revenue expected in horizon: $135,000 Commercial revenue before capacity: $6,497,500 Capacity-adjusted expected revenue: $6,497,500 Plan gap: −$502,500 Committed coverage of plan: 77.1% Evidence-adjusted coverage of plan: 92.8% Plan reliance beyond secured + contracted revenue: $1,600,000 Expected pipeline contribution: $1,097,500 Advanced conversion required to support plan before capacity: 83.7% Gap to required advanced conversion: 28.7 percentage points Delivery-capacity gap to plan: −$200,000 FINDING The entered commercial evidence supports 92.8% of the $7,000,000 revenue plan, leaving $502,500 unsupported at the current assumptions. Secured and contracted revenue cover 77.1% of plan. Holding the entered early-pipeline assumptions constant, advanced conversion would need to rise from 55% to 83.7% to support the plan before capacity. The entered delivery ceiling is also $200,000 below plan, so conversion improvement alone cannot close the plan. METHOD STATUS Management-entered assumptions. Secured revenue is included directly. Contracted revenue is multiplied by its entered in-horizon recognition share. Advanced and early pipeline are each multiplied by the entered conversion assumption and in-horizon recognition share. Expected revenue is capped at the entered delivery-capacity ceiling. Required advanced conversion solves for the conversion rate needed to reach plan before the capacity ceiling, holding every other entered assumption constant. No external conversion benchmark, probability score, or hidden server evaluation is used.
Continue your analyses, email calculation records, and return to your work from one account.
By creating an account, you agree to the Terms of Use and acknowledge the Privacy Policy.
Enter the 6-digit code sent to .
