Forecasts (Viewing, Filtering, Exporting)

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Overview:
The Forecasts Tab provides insights into budgets, actuals, and predicted expenditures.

Steps:

View Forecasts:
Open the Forecast Editor to access the main dashboard.
 

 

 

Filter Data:

  • Use filters to refine data by country, law firm, or matter type. Use the Show Budget and Show Actuals checkboxes to compare Forecasts with budgets and/or actuals. 
     

 

Export Reports:
Export forecast data in preferred formats for external analysis.