On this page you can configure and populate a forecast that you can use elsewhere in reporting.
Use the Add button top right to create a new scenario. Change the Name of the scenario inline.
Use the gear and garbage bin icon on the right to update the name or to delete an existing scenario.
Make sure you have selected the right scenario. The scenario will have the same hierarchy as the P&L and BS defined in Setup > Structure.
Start populating cells by either manually entering the values or copying row-by-row from a spreadsheet using ctrl+c and ctrl+v. We only allow whole numbers here. Use the minus sign to indicate a negative value.
Use the calendar icon top right to limit the display to a certain months, quarters or year. Select the timeframe you would like to see and press “Filter”. Click outside of the panel to return to the previous setting.
Use the Import and Export button top right to download the sheet to your computer, make changes and upload the sheet again. Either do a full upload or upload the periods you want to change. Periods that are not in the upload file will retain their previous values.