Display forecast data in a report
You can use published forecasts when building report widgets.
You can:
Display a single forecast
Compare multiple forecasts
Compare forecast and actual data
đ NOTE:
You need to publish a forecast before it's available in a report
There's no limit to the number of forecasts you can compare
Forecast behaviour
P&L budget
A P&L budget only displays forecast data for the forecast period. Periods outside the forecast period display 0 values.
3-way forecast
A 3-way forecast displays actual and forecast data based on the crossover point defined in the forecast. This will depend on if your 3-way forecast is using invoice data or not.
Not using invoices: The actual and forecast crossover shown in the report matches the crossover configured in the forecast.
Using invoices: Actual data will display until the last completed sync. Forecast data will then display.
Display forecast data in a widget
Select the required forecast datasets.
Select the date range to report on.
You can select multiple forecasts within the same widget.