Planning
Forecasts and drivers
Rolling forecast, forecast balance sheet and plan drivers.
An annual budget is out of date by spring. A rolling forecast takes actuals for past months and the plan for the remaining ones, so the full-year estimate updates itself. The forecast balance sheet shows the state the company will reach by the end of the period.
Included in the “Business” edition and higherCompare editions
Frequently asked questions
How is a rolling forecast different from a budget?
A budget is fixed for the year, while a rolling forecast replaces the plan for the past month with actuals every month and recalculates the full-year estimate.
Can I plan from indicators rather than amounts?
Yes. Plan drivers set the indicators that budget lines are calculated from.
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See it on your own data
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