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Forecasting: Get started with forecasting

Step 1:

Make sure you have an add-on installed. If this is not the case, please follow the instructions.
Navigate to "Add-ons", select the appropriate add-on and click the "ADD" button for the add-on you are wanting to install. Follow the installation prompts in order to complete the add-on setup. Please read more on installing a specific add-on here.

Step 2:

Navigate to "Forecasting" and click on new to start creating a scenario using the add-ons you have installed.
If this is the first time creating a scenario for the add-on, a prompt will display asking you to select your default bank account etc, this step needs to be completed. Once saved, you will be directed to select the type of scenario you wish to create. Enter the details for the scenario and create.

Step 3:

Once you click create, Savvy Reports will build a scenario for you based on your historical data, giving you a starting point for you to base your forecasts on.

Step 4:

Now that your scenario has been built, you can add your workings and bring the forecast to life.
Workings are how you add non-actual data to your scenario, start by clicking on the workings tab. Select the type of account you wish to add your working to, then click the add button on the account.

For more information on workings and how best to utilize them, please go here.

Step 5:

Create multiple scenarios or copy scenarios to run multiple outcomes for that scenario.

Step 6:

Adding guest users to the forecast is a great way to give a user limited access to scenarios, advisors could use this method to showcase a customers work. You can read more about adding a guest user to your organisation here.

Once a user is a guest, they can be added to a forecast by navigating to forecasting and clicking the settings button for the forecast. Select the user from the dropdown menu and click save, they will now be able to view and edit any scenarios created for that forecast.