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Build custom forecast models within minutes

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  • Build custom forecast models within minutes_product_tour

    Open workbook

    Click on the model workbook for which you want to create a forecast sheet

  • Build custom forecast models within minutes_product_tour

    New Forecast model

    Click on the plus icon inside the workbook to create a forecast model

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  • Build custom forecast models within minutes_product_tour

    Template Configuration

    Click on the template configuration and provide forecast horizon parameters and model type (fixed and rolling)

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  • Build custom forecast models within minutes_product_tour

    Row Dimension

    Provide row dimensions from the following options : company, cash flow category, currency, group, and country

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  • Build custom forecast models within minutes_product_tour

    Add formulas

    Add formulas at a cell level

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  • Build custom forecast models within minutes_product_tour

    Save

    Save the model to create a cash forecast

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  • Build custom forecast models within minutes_product_tour

    Forecasting

    Now the forecast sheet will process the data and present the numbers.

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  • Build custom forecast models within minutes_product_tour

    Dashboard

    Now you access the forecast in the Dashboard

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    Finish

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