Forecast Views
You can access forecast views from the View list of layout options.
Tip: To watch a training video that explains this process, enroll in the FPS
Distributed Forecasting - Using Different Forecasting Views training video course on Jack
Henry University. You can also enroll in the Distributed Forecasting in Financial Performance
Suite learning plan.
See the list for some common views. User access can limit the availability of certain views.
- Default
- This view shows Month End Balance, Average Balance, and New Volume for all asset and liability accounts. It also shows Interest Income, Yield, and Offering Rate for rate-bearing accounts.
- Current Volume Cash Flows
- This view provides contractual and behavioral cash flow schedules for accounts with cash flows. It provides an editable Add'l Prepay % row that lets you make quick adjustments to an account's prepayment schedule. The account's Total Month End Balance, Yield, Contractual Weighted Life, and Forecasted Weighted Average Life appear.
- Multiple Accounts
- This view allows a selection of one data item at a time, and then the view updates to show the projected value across multiple accounts.
- Multiple Organizations
- This view allows a selection of one data item at a time, and then the view updates to show the projected value across multiple organizations.
- Multiple Organizations & Accounts
- This view allows a selection of one data item and one time frame at a time, and then the view updates to show the projected value across multiple accounts and in multiple organizations.
- Audit Trail
- This view provides a log of all forecast actions on the current account. When this view appears, you can also add explanatory comments. You can export the audit trail log and any comments separately for the current account or for all accounts.
Tip: Use the
Account, Organization, and other fields to
select options when using any of the multiple views.