Creating a Forecast at a Summary Level

You can enter high-level forecast assumptions at the summary level on the Forecasting Summary page.

1. Select Forecasting > Summary from the menu.
2. Select the What If model that this forecast applies to.
   For fiscal year budgets, it is necessary to create a yearly model.
3. Select an Organization to project.
   You can enter forecasts at the top organization, mid-level consolidating organizations, or at the branches and centers level. If you want to forecast branches and centers, then they must be consolidated.
4. Select a Summary Data option to work in.
   Forecast assumptions for high-level subtotals filter down to the accounts making up the subtotal.
   • Select Balance Sheet, and then select to show the Month-End Balance or the Average Balance.
   • Select Income Statement, and then select to show the MTD or YTD data.
   • Select Yields to show the selected summary data yields.
   • Select Ratios to show reference-only ratio data.
5. Select one or more accounts or ratios to view based on the selected Summary Data option.
6. Select the time frames for the forecast.
   Select historical time frames for reference.
7. Select Default or Comparison from the Views drop-down list.
   Select Comparison to see how the current model's results compare to results in another what-if model.
8. Select a Layout to control how the data appears in the grid area.
   • Select Flip Grid Layout to switch the layout of rows and columns so that the data in the grid appears either horizontally or vertically.
   • Select Both to show the projected data in both a grid and a graph.
   • Select Grid to show the projected data only in a grid.
   • Select Graph to show the projected data only in a graph.
9. Select a forecasting technique from the Project drop-down list.

   The options are Basic Quick Forecast and Advanced Quick Forecast.

   Forecasting techniques only apply to the first three Summary Data options. The Ratios option shows the effect of your projected assumptions on key ratios.

   The Project drop-down list is not available for no-calculation what-if models and what-if models that use a sum consolidated organization method.

10. Use the Balance option to run the balancing routine manually for the current organization or all organizations.

    This option is available for all Data Summary options except Ratios.

    The Balance option is not available for no-calculation what-if models and what-if models that use a sum consolidated organization method.