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Add bulk changes to a forecast
Add bulk changes to a forecast

How to make bulk changes to a forecast using formula predictions.

Updated over a week ago

You can make bulk changes to a forecast by using formula predictions.

EXAMPLE: Add a 10% increase to the group 'Online Sales':

April 2024 total for 'Online Sales' = £24,700. This will add 10% (£2,470), making the final total £27,170.

Example of Sales in a forecast with changes to amount after editing the formula prediction.

The steps below show how to do this for this example.

  1. Create a formula that takes the total for 'Online Sales' and calculates 10% of that total.

  2. Select an account to set the prediction against.

    A Formula prediction.


After you save it, you see the 10% increase showing. This makes the final total for 'Online Sales' as the expected £27,170.

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