Forecast All Business – Template

Excel-based planning template based on the Forecast All Business rule

Business Benefits:

  • The Template allows users to export out a Forecast All Business rule in a preformatted Excel template. Forecast rules and assumptions can be viewed, added, removed, or modified, then re-uploaded back into the Application.
  • This feature allows users to share, modify, and then reimport Application planning assumptions with all FP&A stakeholders, regardless of whether they’re Application users or not.  The Template is scalable, flexible, and portable. Comes with a quick-start guide for new users and is fault-checked by the Application before import.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources