Xact Masterclass: Forecasting for Construction Projects

Daniel Wilkinson 18 November 2025

Construction businesses often have solid systems for estimating, quoting, and invoicing, but many still struggle with reliable forecasting. When costs start drifting, variations build up, and margins shrink mid-project, it’s usually because the forecasting process isn’t giving a true, up-to-date view of performance.

In this session, we broke down the fundamentals of building a forecasting discipline that helps construction businesses stay in control of cost, cash, and profit. Daniel walked attendees through the practical steps to connect job data, track performance, and make informed decisions before pressure points escalate.

 

Key takeaways included how to:

  • Build forecasting processes that give a true read on project performance
  • Connect cost, progress, and cash flow data into one reliable view
  • Identify margin erosion before it happens and take early corrective action
  • Strengthen reporting for lenders, partners, and regulators
  • Create financial visibility that supports better decision-making

 

Exclusive Offer:

Download our free Forecasting for Profit Checklist – a practical self-assessment to help identify gaps in your current forecasting process and improve financial visibility across every project.

Download Forecasting for Profit Checklist

If you missed the session, stay tuned – more Xact Masterclasses are coming soon to help you strengthen financial control across your construction business.

Presenters

Daniel Wilkinson

Daniel Wilkinson

Partner and Head of Advisory CPA, B.COM (ACC)

Read Bio

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