Monthly Cash Flow Forecast Report

Track and analyze cash flow performance, working capital efficiency, and liquidity position to support strategic financial decision-making and ensure adequate cash reserves.

Report Objective

Monitor and forecast cash flow dynamics, working capital metrics, and liquidity position on a monthly basis to ensure financial stability and support strategic decision-making. This report provides insights into operating cash flow trends, working capital efficiency, and cash reserve adequacy.

Operating Cash Flow Performance

Analysis of monthly operating cash flow trends and forecast accuracy

Questions to Consider:

Feb 2024Mar 2024Apr 2024month_date$500,000$1,000,000$1,500,000$2,000,000operating_cash_flow vs. forecast_accuracyHow is Operating Cash Flow Trending vs. Forecast?Monthly operating cash flow with forecast accuracy overlay
  • What is the trend in monthly operating cash flow?

  • How accurate have our recent forecasts been?

  • Are there any seasonal patterns in cash flow?

Working Capital Management

Evaluation of working capital efficiency through DSO and DPO metrics

Questions to Consider:

  • How is our working capital efficiency trending?

  • Is there a growing gap between DSO and DPO?

  • What actions can improve these metrics?

Feb 2024Mar 2024Apr 2024month_date35404550dso vs. dpoWorking Capital Efficiency MetricsDays Sales Outstanding (DSO) vs Days Payable Outstanding (DPO)

Liquidity Position

Assessment of cash reserves and burn rate trends

Questions to Consider:

Feb 2024Mar 2024Apr 2024month_date$0$5,000,000$10,000,000$15,000,000cash_balanceCash Reserves and Burn Rate AnalysisMonthly cash balance with burn rate tracking
  • How many months of runway do we have at current burn rate?

  • Are we maintaining adequate cash reserves?

  • What are the main drivers of changes in burn rate?

Areas for Additional Analysis