Forecasting Consolidations

You can consolidate projections to the top organization using a bottom-up approach or to the branches and centers using a top-down approach on the Forecasting Consolidations page. You can also copy offering rates.

There are three options for forecasting consolidations:

Consolidate
Sums the projected values at selected branches and centers to the consolidated organizations.
Distribute Down
Calculates the differences between the account balances in the selected consolidated organization and the sum of the balances of its child organizations when you are completing a projection at a consolidated organization. Then, the differences are distributed to the child organizations.
Copy Offering Rates
Copies projected offering rates from one selected organization to multiple organizations.
  • Consolidating Forecasts
    You can consolidate projections to the top organization using a bottom-up approach on the Forecasting Consolidations page.
  • Performing a Distribute Down Forecast
    You can consolidate projections to the branches and centers using a top-down approach with a distribute down forecast on the Forecasting Consolidations page.
  • Copying Offering Rates
    You can copy projected offering rates from one selected organization to multiple organizations on the Forecasting Consolidations page.
Parent topic: Forecasting