Setup & Inputs

Data Upload

Upload your historical sales data (CSV or Excel) and ad platform data to generate the forecast.

Historic Sales Data
CSV or XLSX with Month, Orders, Gross Sales columns
Not uploaded
Download template
Meta Ads Data
CSV/XLSX with Month, Spend, Revenue, Orders
Not uploaded
Template
Google Ads Data
CSV/XLSX with Month, Spend, Revenue, Conversions
Not uploaded
Template

Client & Business Inputs

$
$
$
%
%
$

Baseline Revenue Model

Configure how baseline (non-ad-driven) revenue is estimated. Baseline = Avg Monthly Revenue × (Returning % + Organic %) × Seasonality Index.

%
% of revenue from repeat buyers
%
Default 0% for most brands. Increase if the brand has significant organic/SEO traffic not driven by advertising.
Months of data for avg & seasonality
%
Annual growth rate applied to baseline. Set 0% for stable brands.

Channel Assumptions

Set CPA, ROAS, spend allocation, and incrementality targets per sub-channel. When ad data is uploaded, CPA and ROAS auto-fill from historical averages — override as needed.

Meta

Sub-Channel Target CPA Target ROAS % of Channel Spend Incr. Factor
Acquisition $ %
Retargeting $ %

Google

Sub-Channel Target CPA Target ROAS % of Channel Spend Incr. Factor
Non-Brand $ %
Brand $ %
%
%
%
Months of Meta data used for CPA/ROAS averages
Months of Google data used for CPA/ROAS averages

CPA Sensitivity Analysis

Shows how ad profitability changes as CPA consumes more or less of the contribution margin.

% of CM CPA Gross Profit / Order Ad Spend Change

Upload Shopify sales data and at least one ad platform dataset to see historic analysis.

Seasonality Index

Monthly demand patterns derived from historical sales within your lookback period. A value of 1.0 = average; above 1.0 = above-average month.

Monthly Breakdown

Click any year-month sales cell to adjust its weight in the forecast calculations.

Month Avg Sales Seasonality Index

Year-over-Year Sales Comparison

Marketing Calendar

Plan promotional events and campaigns to adjust forecast accuracy.

No events planned. Add events below or load common e-commerce events.

Events

On Event Name Start End Meta CPA Adj. Google CPA Adj. In Lookback? Notes

Revenue Forecast

Investment Allocation

Revenue by Source

Monthly Forecast Detail

Click any row to expand per-channel CPA/ROAS detail from each model.

Revenue Range Summary

Forecast vs. Actuals

Enter monthly actuals to track performance against the forecast. Green = ahead of plan, red = behind.

Monthly Actuals Entry

Month Forecast Rev Actual Rev Var ($) Var (%) Forecast Spend Meta Spend Meta Rev Meta ROAS Meta Orders Google Spend Google Rev Google ROAS Google Orders Shopify Orders Actual MER