What's New?

We're thrilled to announce a game-changing improvement for your budget process: automatic switchover to your latest forecast version. Now, your budget will always reflect the latest year-end estimation, ensuring accuracy and efficiency in your planning process.

Why is this Important?

Your rolling forecast is your crystal ball for predicting year-end performance accurately. It updates in real-time as new insights emerge, making it crucial to synchronize these updates with your budget for consistent planning.

Example:

Imagine your October forecast predicts a significant increase in holiday sales. With our new feature, your 2025 budget seamlessly incorporates this updated forecast, ensuring your financial plans are always up-to-date.

How does it work?

• Go to your version section and select your budget.
• Click on "Edit" and find the 'Source' option.
• Choose your active forecast from the list and press "Save".