This guide covers the creation and management of forecasts in the Controller. You can find the Forecast tool in Netvisor by following the path Controller > Forecasts.

A forecast is a tool used to estimate the fiscal year's revenues and expenses based on actual and budgeted values or imported accounting data. The forecast creation begins from the Create New section. In the Create New section, you give the forecast a name and choose either Rolling Forecast or Forecast for a Period. You can select ready-made figures as the basis for the forecast or use a blank template. The forecast can also be made for a calculation target. The choice between Rolling Forecast or Forecast for a Period cannot be changed after the forecast creation, but the forecast dates can be edited in the forecast template by opening the top menu with the arrow button. The forecast can be deleted, copied, or set as the default forecast through the three dots.



The forecast displays actual values for the periods where actuals are available, i.e., from VAT-locked periods. When the forecast is retrieved from the Reports view, the original values entered into the forecast are shown.

The forecast does not have functionality to import data from Excel, but in the Controller, you can copy multiple cells at once from Excel, allowing data to be entered in bulk.

Keywords: forecast, fiscal year, revenue estimation, expense estimation, budgeting, accounting data, calculation target, Excel

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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