Importing historical data

Updated July 18, 2026

The Historical data section lets you enter what already happened — your actual past months — so the forecast starts from reality instead of a clean guess.

What you can import

For your past months you can add actuals for:

  • Revenue
  • Customers
  • Expenses

Why it matters

Anchoring your model to real history does two things:

  • Credibility. Investors trust a forecast that connects to a real trajectory far more than one that starts from zero with optimistic assumptions.
  • Accuracy. Your growth, churn and cost assumptions can be sanity-checked against what actually happened, so the forward projection is grounded.

When to use it

  • If you have 6–12 months of operating history, add it. It is the single fastest way to make your model believable.
  • If you are pre-launch, skip this section and let the forecast run purely on assumptions.
Historical actuals are optional but high-value. Even a few months of real revenue and customer counts noticeably improves how a model reads to an investor.