Using Goal Seek for Single Periods

  To use Goal Seek for single periods:

1. From any Strategic Finance view, select Analysis, then What if Analysis, then Goal Seek.

2. Select Single Period.

3. In Set Account, select the goal account.

4. In In Period, select a time period.

5. In To Value, enter the target amount.

6. In By Changing Account, select the source account affecting the goal.

   This account must be related to the goal account through a formula. To view account relationships to determine if there is such a formula, see Using Analyze.

7. In In Period and To, enter the years to change the source account.

8. In Adjust By, specify the adjustment method:

   • Same Percentage—adjust the account by the same percentage.

   • Same Amount—adjust the account by the same amount.

9. Click Inputs to enter values.

   See Entering and Editing Data with Account Input.

10. Click Seek.

11. Either use the returned adjustments in your mode or reject the results.