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Apply bulk changes to a forecast

Use a Formula prediction in Futrli to apply bulk changes to accounts or account groups.

Written by Futrli Support

Use a formula prediction to apply the same change across an account or account group, such as increasing sales by a percentage.

  1. Go to Forecasts, then open the forecast.

  2. Select New prediction, then Manual prediction.

  3. Select Formula as the prediction method.

  4. Create a formula that references the account or account group to update.

  5. Apply the required calculation.

  6. Select the account to store the prediction.

  7. Save the prediction.

EXAMPLE: To increase the Online Sales account group by 10%, use a formula similar to:

  • @Online Sale * 0.1

If Online Sales has a value of £24,700, the prediction adds £2,470, giving a new total of £27,170.

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