Activate the projections

Modified on Fri, 16 Dec, 2022 at 9:44 AM


Project results allows you to display a simulation of current results to the end of the year against a projection source such as a previous year or a previously saved forecast budget.

 

This allows you to obtain, for each result displayed on the Dashboard, a simulated result at the end of the exercise.


From homepage or from a dashboard

  1. Press the action button
  2. Select Projections 
  3. Configure  the projection
    1. Choose a data source: previous period or a forecast 
    2. Define the date from which the projection should be displayed
    3. The intelligent forecast, which automatically defines a trend and builds financial projections 
    4. Click on the apply button to validate the choices 



Sources of projections :

The sources of projections may vary according to the files and their availability.

  • Past period: previous years N-1 or N-2 if available
  • Forecast(s): the forecast(s) defined and published on this file

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