Forecasting Supplemental Data

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

  1. Select Forecasting > Supplemental Data from the menu.

    The Forecasting Supplemental Data page opens.


    Forecasting Supplemental Data page.

  2. Select a What If model from the drop-down list.
  3. Select an organization from the Organization drop-down list.
  4. Select either Organization or Global from the Account drop-down list.
    You can uniquely project organization data items at each organization or apply global data items to all organizations.
  5. Use the expand option next to Account to select supplemental data items to forecast.
  6. Select the time frames to show while forecasting in the Select Time Frames dialog box, and then select Apply.
  7. Select an option from the View drop-down list.
  8. Select a Layout option to change how the data appears in the grid area.
  9. Select Comments to view and enter a narrative for the projected values.
    The Comments option shows the number of comments if any are available to view.
  10. Enter the projected values manually or select an option from Project to apply forecasting techniques to the projected time frames.
    When forecasting supplemental data, you can use a combination of manual and Project option techniques.

Use Reset to undo recent changes incrementally back to the point of the last time you saved the forecasting data. Use Balance to run the balancing routine manually for the current organization or all organizations.

Use Supplemental Data to leave the Forecasting Supplemental Data page in its current state without saving and go directly to the Supplemental Data setup page. On the Supplemental Data page, you can view data setup information and make setup changes. To continue your work in Forecasting Supplemental Data, select Forecasting Supplemental Data.