Now, when building your forecasts, you can factor in the metrics that influence your main KPI, so you can identify what’s driving results and plan with more confidence.
- Understand what drives performance: Add the metrics that impact your main KPI to uncover which factors have the greatest influence on your results.
- Validate your assumptions before committing: Model increases or decreases in key metrics to see how different plans could play out and choose the most realistic path forward.
- Choose the right method for your data: From trend-based to regression or smoothing models, select the forecasting approach that best fits your business.
For example, if your team is forecasting Monthly Recurring Revenue (MRR), you can add metrics like New MRR, Churn Rate, and Expansion MRR to see how each one affects your forecast. Then, model a 2% drop in churn to understand how that change could impact MRR and set targets your team can confidently deliver on.

