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Example: Clinic · Brightleaf Family Health
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Brightleaf Family Health PeriodApril 2026 close Books through2026-04-30 Calculated outlook · Example
Actuals through Apr 2026 Forecast refreshed Example date Automatic · monthly after close Example

Morning brief · April 2026

Collection lag stretched to 56 days from 53 — the Medicaid share ticked up to 34% after two commercial contracts lapsed, and $74K is now past 90 days in the government-payer bucket.

The revenue is earned; the cash just lands two to four weeks slower. $74,000 this month · up to $888,000 a year if it becomes the run-rate

How this number is derived ✓ Reviewed by the second model

Revenue

$708,000

Plan $694,000

Operating result

$66,000

Operating margin

9.3%

Runway

Cash-positive

on $392,000 cash

Revenue — actuals and the calculated outlook

Actual · $708,000 Forecast · $708,000 Apr 27
$708,000 $674,984 $641,968 Actuals through Apr 26 Nov 25 Apr 27 Nov 25 · $641,968 · Actual Dec 25 · $654,663 · Actual Jan 26 · $667,608 · Actual Feb 26 · $680,809 · Actual Mar 26 · $694,271 · Actual Apr 26 · $708,000 · Actual May 26 · $708,000 · Forecast Jun 26 · $708,000 · Forecast Jul 26 · $708,000 · Forecast Aug 26 · $708,000 · Forecast Sep 26 · $708,000 · Forecast Oct 26 · $708,000 · Forecast Nov 26 · $708,000 · Forecast Dec 26 · $708,000 · Forecast Jan 27 · $708,000 · Forecast Feb 27 · $708,000 · Forecast Mar 27 · $708,000 · Forecast Apr 27 · $708,000 · Forecast
Actual through Apr 2026 · Forecast from May 2026 · See why →

Ready to deliver · Management report

Monthly management report

April 2026 Ready for review Example

Preview

External access · Example

Example viewer: investor@fund.example — read-only
Example secure report linkExpires in 30 days · 7 views

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Example only — nothing was shared.

Nothing is ever sent automatically. In the sample these actions continue to signup — nothing is created here.

$392,000 today → $471,152 in week 13 · lowest point $318,727 (week 3) · no cash-floor breach

View weekly schedule
Week Week of Opening Receipts Disbursements Ending
1 2026-05-25 $392,000 $163,510 $187,935 $367,576
2 2026-06-01 $367,576 $163,510 $187,935 $343,152
3 2026-06-08 $343,152 $163,510 $187,935 $318,727
4 2026-06-15 $318,727 $163,510 $148,268 $333,970
5 2026-06-22 $333,970 $163,510 $148,268 $349,212
6 2026-06-29 $349,212 $163,510 $148,268 $364,455
7 2026-07-06 $364,455 $163,510 $148,268 $379,697
8 2026-07-13 $379,697 $163,510 $148,268 $394,940
9 2026-07-20 $394,940 $163,510 $148,268 $410,182
10 2026-07-27 $410,182 $163,510 $148,268 $425,425
11 2026-08-03 $425,425 $163,510 $148,268 $440,667
12 2026-08-10 $440,667 $163,510 $148,268 $455,910
13 2026-08-17 $455,910 $163,510 $148,268 $471,152

Forecast reliability Inferred

Your revenue forecasts have run 10% optimistic over the last 6 months.

A summary of how your past forecasts compared with what actually happened — historical reliability, not a guarantee about the next one.

How we measure it: every past monthly forecast is scored against the month that actually closed — out-of-sample, never fit to the answer.

Books closed 2026-04-30 · cash bridge reconciles weekly · drift claims carry a second-model review

Ready when you are

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What you get

A monthly refreshed forecast with a reviewable draft, a 13-week cash view, a working decision queue, an investor-ready management report, Excel & Google Sheets sync, and a Slack digest.

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