Revenue and expense forecasts combines your explicit future assumptions with recorded profit-and-loss history for comparison. The projection does not automatically become a prediction derived from prior results. Review the future assumptions and historical coverage as separate parts of the plan.
- Open Revenue and expense forecasts and choose New forecast.
- Set Forecast name, Recorded results through, Forecast months and History months.
- Add the revenue and expense assumptions and a Reason for this version.
- Review the complete forecast and confirm the history coverage, dates and assumptions before saving.
Saving rechecks the recorded evidence and current book policy. Changed source information requires a new preview. Unavailable historical data remains unavailable rather than being silently converted into zeros.
Keep the saved version with its source evidence when sharing the result. The forecast's monthly revenue, expense and net result are planning amounts. They do not issue invoices, create bills or post journals to the company's ledger.
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