Forecast the rest of the year

Part-way through the year, project where you’ll land. The forecast combines the actuals so far with the remaining periods — either at budget or at your year-to-date run rate — and a rolling view extends the outlook across the next 12 to 18 months.

Intermediate2 steps~2 min

Before you start

A variance report with actuals.

Turn on the forecast.

On the variance report, switch on the forecast column to project the full year. Choose the basis — remaining periods at budget, or the year-to-date run rate.

See the rolling outlook.

Switch to the rolling view for a continuous 12-to-18-month outlook from the current month — budgeted months draw on the budget, later months on the run rate.