Revenue Forecasting

Projections built on real data, not optimism.

Go from address to client-ready term sheet with a forecasting workflow built to win owner deals.

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Revenue forecasting projection dashboard

From address to term sheet in one place

No switching tools, no reformatting data. Every step of the forecasting workflow lives in SummerOS and ends with outputs ready to send.

Projections grounded in real comps

Set your target using a hand-picked comp set, adjust for seasonality, and model multiple scenarios for the same property.

Term sheets your owners actually trust

Generate branded PDF term sheets with one click. Show your comps, customize what's displayed, and extend to a full three-year proforma.

Go from address to projection in minutes.

Projection Setup

Go from address to projection in minutes.

Your forecasting workflow, your way

Three steps — project details, comp set, and revenue projection — that you can move through in full or pick up wherever you need to. From there, generate a term sheet, proforma, or CSV whenever you're ready.

Multiple scenarios per property

Create as many projections as you need for the same address. Model a base case, a version with a pool, one with elevated design — each with its own comp set and assumptions. Build and compare multiple scenarios before committing to a number.

Build the comp set your projection actually deserves.

Comp Set

Build the comp set your projection actually deserves.

Multiple ways to build a comp set

Generate one instantly, describe what you're looking for and let Sunny AI build it, use advanced filters to find exact matches, or hand-pick every property from scratch. However you work, the comp set is yours to control.

Custom map boundaries and filters

Draw a boundary on the map, apply filters, and every market stat on the page updates to reflect exactly that pool. No other tool lets you run analytics scoped to a custom geography with custom filters in the same view.

Add notes and share with your team

Attach assumptions directly to a projection so anyone on the team can open it, read the context, and pick up where you left off.

Set a projection you can actually defend.

Revenue Projection

Set a projection you can actually defend.

Target revenue grounded in your comp set

Set your target booking revenue, occupancy, and ADR against your comp set and the broader market. Toggle between metrics to land on a projection you can defend in the room.

Editable monthly seasonality

Adjust any month manually and lock it. The remaining revenue redistributes across the rest of the year automatically. Useful when an owner plans to block out a month or you know a particular season performs differently than the market curve.

Three-year projections with ramp period

Project out three years with a configurable annual escalation. Set a ramp period for year one so the projection accounts for the time it takes a new listing to build momentum in the market.

Client-ready outputs, without the formatting work.

Outputs

Client-ready outputs, without the formatting work.

Term sheets that tell the full story

Generate a 12-month gross revenue summary, a three-year booking revenue view, or a full operating proforma — all from the same projection. Choose exactly which comps to show and they appear on the term sheet with a map and key stats.

Full three-year operating proforma

Add investment, financing, and operating expenses and SummerOS generates a full three-year proforma covering booking revenue, NOI, debt service, and cash flow after debt.

Branded and customizable

Choose your template, customize the header, footer, and percentile lines, and send. Pro accounts can add company branding for a fully polished output.

Forecasts become performance benchmarks

Every projection is stored. When a property goes live on your platform, its forecast becomes a revenue goal and SummerOS tracks actual performance against it over time. The work you do to win a deal becomes the benchmark you manage against once it's yours.

Laura Reines

“Projecting revenue for a home used to be really painful and it would take so long. Now, with SummerOS, it’s so fast and easy. We’re getting a more honest picture of what each home can actually achieve. When you’re giving numbers out to owners, accuracy is key.”

Laura Reines, CTO and Onboarding Manager

Juniper

FAQ

You set the target. SummerOS surfaces your comp set averages and broader market benchmarks — booking revenue, occupancy, ADR — and you use those to set a number you believe in. From there, SummerOS distributes that annual target across twelve months using the market's seasonality curve, which you can adjust month by month.

Yes. You can create unlimited projections for the same address, each with its own comp set, assumptions, and name. A base case, a version with a hot tub added, one with elevated design — whatever scenarios are relevant to the deal.

The ramp period lets you account for the fact that a new listing typically takes time to build reviews, visibility, and booking momentum. You set a start month and a starting revenue percentage and SummerOS tempers the monthly projections accordingly. Use it any time you're projecting a property that isn't already an established listing.

Once your projection is set, SummerOS generates PDF term sheets with one click. Choose from different templates depending on what you want to show, and customize the header and footer to match your presentation. Pro accounts can add company branding so every document you send looks like it came from your team.

Any projection you create is stored in SummerOS. Once a property goes live on your platform, that forecast becomes its revenue goal and you can track actual performance against it over time in the performance tracking module.

Win the deal.
Prove the number.

Build forecasts owners trust and term sheets that close deals — from any address, in minutes.

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