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Financial Modelling Tool for Data Analytics Firms

Running a data analytics firm requires more than just crunching numbers – you need to understand how your finances evolve over time and when to take strategic action. Brixx helps you plan with confidence, offering a powerful financial modelling tool built to provide clear insights into your finances.

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Financial Forecasting for data analysis firms

Model your data analytics firm in Brixx - see how quickly your finances can make sense!

We are working on creating this template in Brixx. Although it isn’t available just yet, you can follow the guidance below to help get started. If you need any further assistance, don’t hesitate to get in touch – we’re here to help!

Project Setup

  • Project Name: Data Analytics Consultancy
  • Time Period: Monthly (to track income from client projects, subscriptions, and operational costs)
data analytics firm - business name in brixx

Income Components

  • Component: Project Revenue
    • Sub-components:
      • Corporate Client A – Monthly Retainer: £5,000/month
      • Corporate Client B – Quarterly Projects: £15,000 every 3 months
      • Ad-hoc Projects (Smaller clients): £3,000/month (variable)

 

  • Component: Subscription Products
    • Sub-components:
      • Analytics SaaS Tier 1 (20 clients @ £50/month): £1,000/month
      • Analytics SaaS Tier 2 (10 clients @ £200/month): £2,000/month

 

  • Component: Training & Workshops
    • Sub-components:
      • 1-day Corporate Training Sessions: £2,500 per session (estimated 1 per month)
      • Online Course Sales: £500/month
data analytics firm income component example

Expenditure Components

  • Component: Staffing Costs
    • Sub-components:
      • Lead Data Analyst (Full-time): £4,000/month
      • Junior Analyst (Full-time): £2,500/month
      • Freelance Support (variable): £1,000/month

 

  • Component: Software & Tools
    • Sub-components:
      • Cloud Computing (AWS/Google Cloud): £1,200/month
      • BI Tools & Licenses (Power BI, Tableau, etc.): £600/month
      • Data Subscriptions (e.g. market data): £500/month

 

  • Component: Administrative Costs
    • Sub-components:
      • Accounting & Legal Fees: £300/month
      • Marketing & Website: £500/month
      • Office Rent & Utilities: £1,000/month (remote or coworking)
      • Insurance & Compliance: £200/month
      • Professional Development & Training: £200/month
data analytics firm expenditure component example

Asset Components

  • Component: Fixed Assets
    • Sub-components:
      • Laptops & Hardware (3 units @ £1,500 each): £4,500 (depreciated over 3 years)
      • Office Furniture (basic setup): £2,000

 

  • Component: Current Assets
    • Sub-components:
      • Cash Reserves: Starting with £20,000
      • Accounts Receivable: £10,000/month average
      • Work-in-progress (unbilled project hours): £5,000 average
data analytics firm asset component example

Funding Components

  • Component: Initial Investment
    • Sub-components:
      • Founder Equity Injection: £30,000

 

  • Component: Loan/Grant Funding
    • Sub-components:
      • Startup Loan (Government backed): £25,000 at 6% interest over 5 years
      • Innovation Grant: £10,000 (non-repayable)
data analytics firm funding component example

Scenario Planning in Brixx

  • Project Pipeline Variability:
    • Model months with low project income (e.g. £0 from Client B every second month)

 

  • Churn Rate on SaaS Clients:
    • Model 5-10% monthly churn and trial conversion rates

 

  • Staff Expansion:
    • Add new Junior Analyst after Month 6 to meet demand

 

  • Tech Upgrade:
    • One-off £8,000 spend in Month 12 for hardware/cloud scaling

 

  • Revenue Growth:
    • Apply 10% quarterly growth to SaaS income
data analytics firm scenario component example

Dashboard & Reporting

  • Cash Flow Report:
    • Track operational inflows (project, SaaS, training) vs outflows (salaries, software, rent)

 

  • Profit & Loss Statement:
    • Shows gross margin from service and SaaS revenue streams
    • Highlights profitability by service line

 

  • Balance Sheet:
    • Laptops, furniture, and cash held
    • Liabilities from loans and accounts payable

 

  • Custom KPIs:
    • Utilisation Rate (billable hours vs staff capacity)
    • Recurring Revenue % (SaaS + retainers as % of total income)
    • Client Concentration Risk (revenue % from top 3 clients)
    • Net Profit Margin (after tax)
Start forecasting today in Brixx
Data Analytics Firm dashboard component example
Financial Forecasting for data analysis firms

Who can use this Brixx template?

  • Data analytics agencies
  • Business intelligence consultants
  • AI and machine learning service providers

Brixx is a great tool for:

  • Finance managers or founders responsible for budgeting, forecasting, and cash flow analysis in data analytics firms
  • Consultants overseeing project-based or retainer-based client contracts
  • Startups navigating funding rounds, team expansion, and software investments

What are the benefits for data analytics businesses?

  • This template is designed to meet the needs of firms working in analytics, forecasting revenue from contracts, projects, and subscriptions
  • Easily plan headcount, salaries, and resource allocations across multiple projects
  • Gain visibility into your cash flow cycles, including seasonal variation in demand and client billing schedules
  • Quickly test “what if” scenarios – such as onboarding a major client, increasing your pricing, or hiring a new data scientist
  • Assess the impact of software licensing costs, cloud service expenses, or marketing spend on your long-term profitability

Strategic forecasting in Brixx

  • Model your firm’s profitability based on current and projected client pipelines
  • Present forecasts to investors or lenders with clear visual outputs and graphs
  • Budget for key growth initiatives like platform development, certifications, or international expansion
  • Forecast subscription and retainer revenue vs. one-off project income
  • Understand how staff utilisation and billable hours affect margins and resource needs
See all Brixx Solutions
A financial forecasting template that is specifically structured for Yamaha dealerships.

"Clients have been impressed with the dashboard presentation and the ability to collaborate with us over the modelling. This ability to check and work with clients in real time, where they can see the effect of changes as we discuss them, is invaluable."

Berwyn, Accware

Start using Brixx - the go-to tool for financial planning in the data analytics industry!

For analytics firms aiming to scale, accurate forecasting is crucial. Whether you’re planning a team expansion, onboarding new clients, or securing funding, Brixx’s financial forecasting software gives you the clarity you need to make smart financial decisions.

By understanding your cash flow, revenue sources, and upcoming costs, you can confidently invest in the future of your analytics business. With over 20 years of expertise in business modelling, Brixx equips you with a comprehensive, easy-to-use platform designed to support long-term growth and strategic thinking.

Build sustainable success for your data analytics firm with expert financial modelling – start with Brixx today.

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