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Rolling Forecast Form for 12 months from the current month

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edited Jul 31, 2020 6:32AM in Planning 3 comments

Summary

To create a rolling forecast form which always shows 12 periods from the current open period.

Content

Client requires to have a rolling forecast for 12 months, from the current open period. Each month they will open the current period, and expect to forecast the next 12 months. 

Calculations needs to be based on the actuals from the current month.

Ex: Current Open Period = July.   Financial Year = Apr: Mar FY 21

     Expected forecasted periods are  Aug 20 to July 21.

 

Currently we have created a fixed budget, based on the current year actuals taken from oracle GL. We are looking to use the same rules created for the fixed budget.

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