How To Create Comprehensive Revenue Forecast for Your HVAC Business

Описание: Revenue Forecasting Tool for HVAC + Plumbing (PR Overview + Loom)

This pull request adds a full-year revenue forecasting tool built for HVAC and plumbing businesses. It helps operators plan revenue by department, map headcount needs by season, and set a realistic marketing budget based on customer acquisition cost (CAC)—all while keeping overhead and gross profit in view.

What’s included

Department revenue forecasts for HVAC Service, HVAC Install, and Plumbing

Technician headcount planning based on job volume, average ticket, and seasonal swings

Marketing budget calculator that flexes with revenue targets + CAC assumptions

Overhead budgeting grouped into Auto, Admin, and Misc.

Gross profit / margin checks to ensure the plan remains profitable by year-end

Key assumptions

Average ticket and booking/call conversion rates are based on historical performance inputs

Seasonality is baked into the forecast to reflect real demand patterns

Marketing spend is adjustable and updates as targets/CAC change

Overhead is simplified into three buckets for easier planning and review

Testing / validation approach

Compare forecast outputs to historical actuals (monthly + by department)

Stress-test technician requirements by changing revenue targets and seasonality

Verify marketing budget outputs update correctly when CAC changes

Cross-check overhead totals against the company’s P&L categories

🎥 Loom walkthrough: https://loom.com/share/bf9dfff70fb84e...