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Create a forecast with last year's actual data
Create a forecast with last year's actual data

How to make a forecast using last year's actuals.

Updated over 7 months ago

When you create a forecast, one of the methods you can use is last year's actuals.

  1. Click the Forecasting tab.

  2. Click one of the following options:

  3. Click Create from last year's actuals.
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  4. Enter the name and start date, then click Create new.

When you view a forecast every single one of your accounts has a prediction created. When you edit one of these predictions it references 'LAST YEAR'.

📌TIP: You can make changes to these predictions such as adding 10% to last year's actuals.
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