Budgets and forecasts
Build agreed planning views from your available records and assumptions, then compare expectations with actual results.
DecisionIQ Business Planning
What Should I Do Next?
Compare your options and plan your next move.
Use your records and realistic assumptions to compare choices such as hiring, pricing, investment or growth.
What you receive
- Budgets and forecasts built around your decision.
- Comparison of options and their financial implications.
- Clear assumptions, priorities and agreed actions.
- Review points to check progress and adjust the plan.
How we start
Tell us which decision you are considering and when you need to make it. We review the information available and agree the planning work and deliverables. Forecasts depend on assumptions and do not guarantee outcomes. We confirm any initial assessment fee before undertaking that work. The first paid step is the work defined in your accepted proposal; it begins once the engagement is agreed and the required advance payment is received.
View details
Your responsibilities and agreed scope
What we need from you
Provide reliable records, the decision you need to make, its timing and your operational assumptions. Review the assumptions with us and take ownership of the agreed business actions.
What is included—and what is separate
The proposal identifies the budgets, forecasts, scenarios and review points included. Record reconstruction, routine compliance and ongoing management reporting are separate unless expressly included. Forecasts do not guarantee results.
We agree evidence delivery dates, responsibilities and the work timetable in your proposal. Missing information may affect progress and completion dates. Any additional work and fee are discussed and agreed before we proceed.
Planning support in detail
What the support can include
The scope follows your business needs and the condition of the available records.
Scenarios and choices
Compare options such as hiring, pricing, capacity or investment. Understand the cash and profit implications before committing.
A focused action plan
Translate the discussion into priorities, ownership and review dates. A 90-day rhythm can be agreed where appropriate.
Decision review
Use a focused set of Bearings Indicators to review progress, challenge assumptions and adjust the next action.
Frequently Asked Questions
How is this different from ProfitIQ™?
ProfitIQ™ helps explain current performance. DecisionIQ focuses on agreed forecasts, options and practical actions for a specific business decision. The scope can connect both where needed.
Do my records need to be current?
The work needs a sufficiently reliable starting point. We assess the available information and agree any preparation work or limitations before relying on it.
What will the engagement deliver?
Your proposal identifies the decision, planning period, scenarios, reports and review discussions included. Additional scenarios and later updates are agreed separately.
Will a forecast guarantee the result?
No. Forecasts depend on stated assumptions and information available at the time. We explain those assumptions and limitations so you can make an informed decision.