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
đ 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.
Go to Forecasts and open the required 3-way forecast.
Next to Show forecast data from, select the required date.
The forecast updates to show actual and forecast data from the selected date.
đ TIP: You can also compare actual and forecast data in a report.
