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Excluding Adjustment Period from the forecasting periods
mgoswami
Rank 4 - Community Specialist
We have a financial report where we are using standard forecasting feature to forecast the next 5 periods. The calendar runs from Jan (period 1) to Dec (Period 12) and there is an Adjustment Period (period 13). Having adjustment period 13 very common in the financial setup.
When we are using the forecast functionality it is considering period 13 as a period in forecasted periods whereas we would like it to be excluded. Is there any way to do it? Do we need a custom formula-based forecast rather than using the standard functionality? Being in December 2025 we expect the five periods be Dec-25, Jan-26, Feb-26, Mar-26 & Apr-26 or Jann-26 to May-26 if in case current month gets excluded from forecasting.
Appreciate any feedback!
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