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, along with Interest Income, Yield, and Offering Rate for rate-bearing accounts.


Forecasting Default view.

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 WAVG Life, and Forecasted WAVG 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.


Forecasting Multiple Accounts view.

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.


Forecasting Multiple Organizations view.

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.


Forecasting Multiple Organizations and Accounts view.

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. The audit trail log and any comments can be separately exported for the current account or for all accounts.


Forecasting Audit Trail view.

Tip: Use the Account, Organization, and Data Item drop-down lists to select options when using any of the Multiple views.
Parent topic: Distributed Forecasting Training Videos - End User Tasks