The Forecasting Machine for Profit and Scale

Last week we explored why poor capacity and revenue planning are holding your agency back. Now, let’s dive into the solution: creating a forecasting system that adds profit and reduces chaos.

Hey, I’m Nick Avaria, agency owner, and founder of Agency Acquisitions. If you’re an agency owner who is ready to scale to 7 & 8 figures you’re in the right place.

If you’re on LinkedIn, and we’re not already connected, send over a request to get in touch.

Let’s dive into this example below

Step 1: Build a Revenue Forecast

Revenue forecasting isn’t just about the sales pipeline. It’s about:

• Ongoing Client Revenue: What’s already locked in?

• Pipeline Deals: Calculate their weighted value (e.g., a $30k project with a 90% likelihood is worth $27k).

• Upsell Opportunities: Identify opportunities within current accounts.

Combine these to create a clear picture of incoming revenue. This ensures you’re prepared for both current obligations and future growth opportunities.

Step 2: Create a Capacity Forecast

Capacity planning starts with assigning billable targets for individuals and teams:

• Calculate the total billable hours available per billable team member.

• Deduct assigned work to see remaining capacity.

• Highlight gaps where workloads are uneven.

  • Take into account types of work to see if specific roles or departments are over or under-utilized

Tools like Asana, ClickUp, Wrike, or even a well-structured spreadsheet can help you track this.

Step 3: Combine for Clarity

Merge your revenue and capacity forecasts into one dashboard. This gives you a complete view of:

• Available resources for new projects.

• When to hire (or outsource).

• Whether your pricing aligns with project profitability (when you look at completed projects).

This system not only boosts profits but also creates a sustainable workflow for your team, reducing stress and improving retention.

The Result: Predictable Profits

When your agency operates with clear forecasting, you’re not guessing anymore. 

Instead, you’re scaling intentionally, with data-backed decisions. 

Agencies that implement this system typically see a 15–20% profit increase and a noticeable drop in burnout.

Stop putting out fires and start building systems that scale. 

With accurate forecasting, you’ll turn profit leaks into growth opportunities.

Stop leaving profits on the table. Build your forecasting machine, and start scaling the right way.

Want to see how this works in-depth? heck out the step-by-step video here:  Check out the step-by-step video here:

Could you use a support with getting SOP’s in place for capacity planning?

Book a time with me this week to see what areas of forecasting or allocation are holding your agency back from scaling.

Nick