- Turn Pipeline Forecasts into Strategy — Your Pipedrive deal projections become the foundation for real business planning, not just sales tracking.
- See the Ripple Effect — Understand how shifts in revenue flow through to profits, expenses, cash flow, and overall financial health.
- Plan with Confidence — Know the impact of different growth paths on hiring capacity, runway, and sustainability — before making big decisions.
- Stay Grounded in Reality — Because RunSmart ties scenarios back to your actual QuickBooks data, every forecast stays practical and reliable.
Extend Pipedrive's Revenue Forecasts In RunSmart for a Complete Financial Picture
From Pipeline Forecasts to Full Business Impact
Pairing Pipedrive with RunSmart gives business owers a complete, future-focused view of their business.
Your sales forecasts shouldn’t exist in isolation. In RunSmart, they become the foundation for a full financial model — showing how each Pipedrive projection impacts cash flow, profit margins, hiring capacity, runway, and long-term sustainability. No complex spreadsheets. No manual number-crunching. Just instant clarity on how today’s pipeline translates into tomorrow’s financial outcomes.
01.
Revenue Forecasts Alone Aren’t Enough
Pipedrive gives you sales forecasts by tracking deals and projecting revenue. But until now, those forecasts stopped at the pipeline. With RunSmart, you can take those same sales projections and instantly see how they flow through your full 3-statement financial model — from cash flow and profitability to hiring budgets, runway, and long-term sustainability.
02.
From Hypotheticals to Real World Impact
Bring your projected revenue from Pipedrive into RunSmart to see how it translates into profits, expenses, and cash flow — turning a simple sales outlook into a complete financial plan.
03.
Understand the Health of Your Business
RunSmart measures your business across 13 KPIs spanning profitability, liquidity, solvency, and more — giving you a clear picture of your financial health today. And with forecasts from Pipedrive, you can forecast what that health will look like into the future, so you’re always prepared for what’s ahead.
04.
From Forecast to Budget
Take your projected revenue from Pipedrive, expand it into a full 3-statement financial plan in RunSmart, and set it as your budget. Then track and monitor progress against it each month — so you always know whether your business is on plan or drifting off course.
05.
Sensitivity to Key Assumptions
RunSmart brings all your data together — revenue, expenses, cash flow, and forecasts — and turns it into clear, interactive charts. See the big picture at a glance, follow trends over time, and understand the story behind your numbers instantly.
RunSmart FAQs
Answers to common questions about how RunSmart works and what you can expect.
How do you compare against other financial planning & analysis (FP&A) software?
While many FP&A platforms are built for finance teams and focus heavily on reporting, dashboards, and complex modeling, RunSmart is designed to turn your QuickBooks data into practical financial insights you can actually use. It helps you understand what is happening in your business, identify potential financial risks, and forecast how decisions around hiring, spending, pricing, borrowing, or growth may impact cash flow, profitability, and long-term performance.
Instead of requiring you to build complicated spreadsheets or navigate enterprise-level planning tools, RunSmart automatically generates forecasts, health assessments, scenarios, budgets, and plain-language insights that make financial planning more approachable.
The result is a platform built to help small businesses understand their numbers, plan with more confidence, and make smarter decisions without the cost, complexity, or overhead of traditional FP&A software.
Do I need a strong background in finance to use RunSmart?
Not at all. RunSmart is designed to be easy to use. We handle all calculations and generate forecasts automatically so you don’t have to. That said, to deliver reliable results, your books need to be clean, up to date, and properly categorized every month. If you’re unsure about your bookkeeping quality, we recommend working with a professional bookkeeper first to get things in order.
What makes RunSmart’s forecasts more reliable than other tools?
RunSmart’s forecasts are built to support real business decisions, not just generate projections. Instead of relying on simplified assumptions, RunSmart uses advanced statistical models that account for seasonality, long term trends, and volatility in your historical QuickBooks data.
By continuously analyzing performance patterns and financial shifts, RunSmart produces rolling forecasts that reflect how your business actually behaves. The result is forward looking projections you can confidently use to evaluate hiring, pricing, borrowing, and growth decisions.
My small business has been operational for less than 2 years; can I still use RunSmart?
To ensure reliable forecasts, we require a minimum of 2 consecutive years of historical financial data in your QuickBooks Online account to use RunSmart. Anything less than 2 years does not provide enough data to identify seasonal patterns or trends effectively.
Does RunSmart support consolidations or class tracking for budgeting?
No. RunSmart is intentionally designed for single-entity businesses and does not support consolidating multiple companies or budgeting by class.
In many small businesses, consolidating financial data or budgeting across multiple classes can make it harder to clearly identify where issues are developing. RunSmart focuses on analyzing each business independently so trends, risks, and performance changes are easier to detect and address.
These types of consolidation and class-level budgeting tools are typically designed for large finance teams managing complex corporate structures. RunSmart instead prioritizes clear forecasts, financial diagnostics, and decision insights that small business owners and advisors can quickly understand and act on—without the added complexity of enterprise finance features.
I don’t use QuickBooks Online for my small business. Can I still use RunSmart?
At this time, we currently only support an integration with QuickBooks Online.
Real business owners.
Real clarity.
"What impressed me most is how easy it is. I don't have to build complex models again."
Brad Kingsford
CPA
"I can scan my entire client base and quickly spot where margins are projected to tighten without digging into each set of financials."
Ashley Chen
CPA
"I’m not building models or digging through reports anymore—it’s already laid out for me."
Brian O’Connor
CFO
"I don’t have to rebuild models just to answer basic ‘what happens if this changes’ questions."
Samantha Lee
Bookkeeper
"I save a ton of time on monthly reviews now. Most of the work is already done when I log in."
Daniel Brooks
Accounting Firm Owner
"It’s straightforward and easy to use. I didn’t have to spend time figuring things out."
Michael Patel
Small Business Owner
"Portfolio View is probably my favorite part. I can quickly see what’s going on across all my clients."
Misty Callen
Senior Advisor
"The forecasting alone is a game changer. I don't have to build or model anything manually and its so much more reliable then what I've seen from others."
Kassi Ramirez
Fractional CFO
