Rolling Forecasts

Agile planning provides continuous planning through rolling forecasts (frequent updates of financial plans that include integrating actual data and rolling the forecast time period beyond the current fiscal year). Rolling forecasts provide:

  • Integrating actuals (into plan and balance of year plan forecast with flexibility in modeling plan formulas, structures and data).
  • Financial modeling (easy to build, change and maintain w/flexible tools for building complex driver-based models).
  • Scenario analysis (up to 100 scenarios in a single plan file w/ visibility into underlying activity drivers and response times).
  • Spreading actuals data into plan time periods (i.e., projecting last month’s actual spending run rates into future months).