Overview:
The Forecasts Tab provides insights into budgets, actuals, and predicted expenditures.
- To work with Forecasts, go to Finances > Forecast Editor.
- Use filters to refine data by Chart Period, months, quarters, and years, and set the Vertical Axis from the dropdown options.
- Use the Show Budget and Show Actuals checkboxes to compare Forecasts with budgets and/or actuals.
- Select from related records to view further information.
- You can also view the related information by clicking within the chart itself.
- Export forecast data in preferred formats for external analysis.
