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Module 2 · Financial Basics

Projecting Cash Flows

12 min5 sections

Lesson content

Scroll through numbered sections or jump via the outline.

What you'll take away

  • Base: pipeline converts at historical rate.
  • Downside: 30% slower collections, one enterprise deal slips 90 days.
  • Upside: only if contract signed — not 'likely intro'.

Profit ≠ cash in India

You can show accounting profit and still fail because GST, TDS, advance tax, and vendor advances drain cash earlier than revenue lands.

Cash-flow forecasting is about timing — when money moves, not when you recognise revenue.

Build a 12-month rolling forecast

Update actuals monthly; variance analysis beats rebuilding from scratch.

  • Row 1: opening cash balance.
  • Inflows: customer receipts (lag sales by collection days), investment, loans.
  • Outflows: payroll (monthly), rent, vendors (net 30/45), GST paid monthly, TDS deposited, advance tax quarterly.
  • Closing balance → feeds next month opening.

GST and working capital

If you collect 18% GST from customers but pay vendors with input credit, timing gaps still hit when output tax exceeds credits.

Export businesses: LUT and refund cycles affect cash — model separately.

Do not treat GST collected as revenue — it passes through.

Scenario planning

Founders who model downside sleep better through Diwali quarter slumps.

  • Base: pipeline converts at historical rate.
  • Downside: 30% slower collections, one enterprise deal slips 90 days.
  • Upside: only if contract signed — not 'likely intro'.

Tools and discipline

Spreadsheet is enough until ₹5–10Cr turnover; then integrate accounting (Zoho Books, Tally, QuickBooks India).

Reconcile bank statement to forecast every month — 30-minute habit prevents surprises.

Questions about this lesson?

Talk to a Pelago advisor — we'll map the right structure and compliance for your stage.