Forecasting Supplemental Data

Use the Forecasting Supplemental Data page to project items such as tax rates, delinquencies, charge-offs, recoveries, and all other statistical data.

  1. Select Forecasting > Supplemental Data from the menu.
  2. Select a data item.
  3. Select Account to view all supplemental data items.

    Forecasting Supplemental Data Account Selection

  4. Choose between the Organization and Global data items.

    Forecasting Supplemental Data Tabs

    You can uniquely project Organization data items at each organization or apply Global data items to all organizations.

The selected data items appear in the Forecasting Supplemental Data page's grid and graph.

For each selected data item, either manually enter the projected values or use the Project option to apply the forecasting techniques to the projected time frames.

You can use a combination of manual and Project option techniques when forecasting an account.

Parent topic: Forecasting