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Forecasting: Get started with forecasting

First, you will want to make sure you have an add-on installed. 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, the add-on you select will be providing data in real time. Please read more on installing a specific add-on here.

Next, goto 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.

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

Now that your scenario has been built, you can add your workings and bring the forecast to life. Workings are how you add non-actuals 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.

You are able to create multiple scenarios and even copy scenarios to run multiple outcomes for that scenario.

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.