Forecast page allows us to make an up-to-date projection of the final P&L report, that is, as the year goes on, we get an increasingly reliable estimate of profitability.
This is achieved through the following approach:
(1) Actual numbers are shown for all completed (finished) months of the selected fiscal year
(2) For the remaining months of the selected fiscal year (for which there are no Actual data yet), the end user can choose any available Budget/Forecast model. Slicer will offer any budget model created in evergreen:
Example:
The columns coming from the selected Budget/FC model are distinguished from the Actual values by the blue color that connects them to the selection in the slicer:
Rows can still be expanded to the main account level, as on the previous pages.
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