Creating a new forecast scenario
Navigate to Setup > Forecast.
Use the Add button top right to create a new scenario.
Change the Name of the scenario inline.
Update or delete an existing forecast scenario
Use the gear and garbage bin icon on the right to update the name or to delete an existing scenario.
Populate forecast scenarios & sum up forecasts
Populating a forecast scenario
Step 1: Access your forecasts
Navigate to Setup > Forecast.
Select your desired forecast scenario from the list.
Step 2: Choose a structure for your Forecast
You can create forecasts tied to structures beyond the Default structure, allowing you to, for example, tailor budgets for specific business units, regions, or custom reporting views.
Setup Instructions:
Create a Forecast:
Click Add in the top-right corner.
Provide a Name and Description for your forecast.
Select the desired structure from the dropdown menu.
Example:
Assign “Structure A” to a forecast for Division A.
Use “Structure B” for another division or custom group
Important Notes: 🚨
Structure updates impact forecasts: Changes or deletions made in Setup > Structure will directly affect associated forecasts.
Reporting Integration: To view forecasts tied to specific structures, ensure the correct structure is selected in Reporting.
Step 3: Populate Forecasts Per Entity
Choose an Entity
Use the dropdown in the top-right corner to select the entity for the forecast.
Select “All entities” to create a group-level forecast that covers the entire organization (this aligns with “All entities” selected in the Reporting filter).
Alternatively, choose an individual entity to populate forecasts specific to that entity.
Choose where to assign the forecast by using the entity dropdown in the top right corner
All entities: Applies to the entire group.
Individual entity: Populate forecasts for specific entities (e.g., FinStack X1, FinStack X2).
Populate forecast values:
Enter values manually by selecting a cell and typing.
Copy data row-by-row from a spreadsheet using Ctrl+C and Ctrl+V.
Use whole numbers only (negative values—e.g. for costs—are indicated by a minus sign).
💡 You can populate both the Profit & Loss statement and the Balance sheet by selecting the tabs on the top left. The Cash flow statement forecast will automatically be derived from both those statements and the references configured in Setup > Mapping for the CFS.
Summing up forecasts
Step 4: Sum your forecasts (Optional)
After populating forecasts for individual entities, you can enable automatic group forecast calculation:
Switch to the All entities forecast.
Toggle the Sum all entities button:
The group forecast will automatically sum the values of the underlying entity forecasts.
Any updates to entity-level forecasts will be reflected instantly in the group's total
Notes
Scenario Hierarchy: Forecast scenarios mirror the structure of your P&L and Balance Sheet in Setup > Structure.
Dynamic Reporting: In Reporting, aggregated scenarios automatically display when multiple entities are selected in the entity filter.
Manual Entry Option: You can choose to manually populate the “All entities” forecast instead of using the Sum all entities functionality, if needed.
Selecting another timeframe
Use the calendar icon top right to limit the display to certain months, quarters, or years. Select the timeframe you would like to see and press “Filter”. Click outside of the panel to return to the previous setting.
Importing and Exporting
Use the Import and Export button top right to download the sheet to your computer, make changes, and upload the sheet again. Either do a full upload or upload the periods you want to change. Periods that are not in the upload file will retain their previous values.