Forecasts & Scenarios

Creating a forecast

Navigate to Forecasts in the sidebar. If no forecast exists yet, click the Add button and select forecast from the dropdown. Give your forecast a name (e.g. "FY2025 Budget" or "Annual Plan").

Each forecast starts with a single Baseline scenario. The baseline is your primary plan and serves as the reference point for all scenario comparisons.

Scenarios

Adding scenarios

From the Forecasts page, click the ... (More options) button on the forecast row, then select Add Scenario.

In the "Add a new scenario" dialog:

1. Enter a Name for your new scenario (e.g., "Optimistic", "Worst Case", "Board Scenario").
2. Choose how to structure the new scenario:
   • Start from a template: Loads a pre-built scenario structure tailored to your industry.
   • Create an empty scenario: Starts with no budgets; you can add them manually later.
   • Duplicate the baseline scenario: Copies all budgets from the baseline scenario. You will then be prompted to choose whether to Link or Copy each budget from the baseline. See Linked vs. duplicated budgets for more details.

Baseline vs. Active scenario

Every forecast has two special scenario roles:

Role	Purpose	Default behavior
Baseline	The reference scenario used for comparisons in Delta reports and Dashboards	Set automatically on the first scenario created
Active	The scenario shown by default in Forecast reports and dashboard displays	Initially set to the same scenario as baseline

To change the active scenario, activate the radio button in front of the scenario name. To change the baseline, click ... on the scenario row and select Promote to baseline.

Linked vs. duplicated budgets

When adding budgets to a new scenario, or duplicating an existing scenario, you choose how they relate to the baseline:

Linked budgets refer to the same budget version. Changes in this budget version will carry across all scenarios that contain this budget version. Use linked budgets for:

• Fixed cost assumptions that should be consistent across scenarios
• Shared methodology where scenarios differ only in inputs (e.g. different growth rates for the same product)

Duplicated budgets are fully independent copies. Changes in one scenario do not affect others. Use duplicated budgets for:

• Revenue scenarios with significantly different growth assumptions
• Headcount plans with different hiring timelines per scenario
• Scenarios with fundamentally different business models

To change how a budget is shared: click the ... button on the budget row, then select Duplicate. Choose if you want to link or copy the budget module.

Duplicating a scenario

To create a new scenario as a copy of an existing one:

1. Click the ... (More options) button on the scenario row.
2. Select Duplicate.
3. Enter a Name for the new scenario.
4. For each budget, choose whether it should be Link (inherit from the original scenario's budget) or Copy (create an independent copy).

All budgets in the duplicated scenario start as independent copies of the original (or linked, if you chose that option).

Renaming and deleting

• Rename forecast: Click the ... (More options) button on the forecast row, then select Rename.
• Rename scenario: Click the ... (More options) button on the scenario row, then select Rename.
• Delete scenario: Click the ... (More options) button on the scenario row, then select Delete. This removes the scenario and all its independent budgets. Linked budgets are not deleted; they remain in the baseline.

Deleting the baseline

The baseline scenario cannot be deleted if other scenarios have budgets linked to it. Unlink all dependent budgets first, then delete the scenario.

Comparing scenarios in reports

In Reports, use the Scenario dropdown to switch between scenarios when viewing Forecast or Delta views. This lets you compare scenarios (e.g. "what if we hired 5 more people") against the baseline without navigating away from the reports page.