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Control when actual data changes to forecast data

Choose when actual data changes to forecast data in a 3-way forecast in Futrli.

Written by Futrli Support

In a 3-way forecast, you can choose when actual data ends and forecast data begins.

For example, if you set the forecast start date to 1 January, the forecast displays:

  • Actual data up to 31 December

  • Forecast data from 1 January onwards

📎 NOTE:

  • In a 3-way forecast created with due invoices, actual data displays until yesterday. Forecast data starts from today because the forecast includes live invoice data

  • A P&L Budget displays forecast data only

When you create a 3-way forecast, you choose when the forecast data starts.

You can change this at any time.

  1. Go to Forecasts and open the required 3-way forecast.

  2. Next to Show forecast data from, select the required date.

The forecast updates to show actual and forecast data from the selected date.

📌 TIP: You can also compare actual and forecast data in a report.

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