Engagement

Quarterly Forecast Refresh

Updated subscription renewal forecasting charts each quarter using your latest renewals file — same layout, revised figures.

Quarterly Forecast Refresh
Format: Retainer — quarterly chart refresh Timeline: 5–8 working days per quarter Delivery: Remote delivery From £1,100 per quarter

Overview

Once your chart language is set, a quarterly refresh keeps panels current without reinventing the layout. You send the latest renewals extract; we update curves, lag tables, and revenue-at-risk panels, then flag material shifts in a short change note.

Scope

  • Reuse of an agreed chart template
  • Updated figures for the new quarter
  • Change note highlighting movers
  • One clarification pass

Requires a prior RidgeBase pack or an approved template from your team.

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