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Adding workings: Make the best informed decisions using real time data.

Workings

After creating or navigating to your scenario (how to create a scenario), you will want to add workings. Workings are how you add values to your scenario in order to bring the forecast to life. First navigate to the workings tab on the scenario and select the type of account you wish to add the working to. Next click the add button on the account, the avaiable methods to add the working will popup.

Single/Repeating

There are a number of methods that will help you to insert data into the scenario effectively. From adding a single fixed amount to adding a calculated average amount that increases by a percentage monthly. All methods need a name, an amount, the starting and ending dates for the working to run. The first method, single or repeating, allows you to add a fixed amount for a duration, using a repetition cycle. REPEAT the amount monthly EVERY 1 per month and END FORECAST on a specific date or number of repetitions.

Growth Rate

The monthly growth rate method allows you to increase or decrease a monthly value by percentage starting from a user input value (custom entry) or it can be calculated for you based on your past actuals. REPEAT the amount monthly EVERY 1 per month and END FORECAST on a specific date or number of repetitions.

Month by Month

Month by month is best used when you would like to input a fixed value for each month one at a time. This is a very simple but effective method.

Done

Once a working has been added, it will reflect under the account you added it to. A settings button will be displayed for each working added in order to manipulate the working once created.