← Glossary

Cash forecast

Projected cash receipts and disbursements — the liquidity view that must reconcile to ARR and billings stories.

What it is

A cash forecast projects receipts and disbursements so leadership sees liquidity, not only ARR growth. In SaaS it must respect billing terms, collections, and deferred revenue — ARR alone is not cash.

How it’s built

Start from bank and AR/AP reality, layer contracted billings and expected collections, subtract known spend and payroll, and scenario stress collections and churn. Tie major swings to ARR and bookings movements.

Where it breaks

Cash forecasts break when annual prepay is treated like monthly ARR, when collections assumptions ignore concentration risk, or when the ARR slide and cash slide tell opposite stories with no bridge.

In the board pack

Put cash next to ARR and P&L — the triad in SaaS board reporting. Pair with runway.

Keep the written definition stable across close, the board pack, and diligence so the same word never means two math models.

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    When ARR, cash, and the P&L tell different stories, board confidence erodes. How finance leaders rebuild trust in SaaS board reporting through reconciliation, not another dashboard.