An income forecast shows recorded periods separately from the future projection, with their exact coverage. Check Recorded results through and History months before comparing past revenue or expense with a future month.
A partial historical period is not equivalent to a complete calendar period. Read the Coverage column and retain that context when explaining changes. A lower recorded amount can reflect incomplete coverage rather than a decline in the underlying business.
The saved source includes every profit-and-loss account row in the recorded period, including historical inactive accounts. Review those rows where needed instead of assuming an inactive chart flag removes past accounting activity from the history.
If the source changes after the preview, prepare a new preview before saving. Earlier forecast versions retain their original evidence. When presenting a comparison, name the version and distinguish recorded results from explicit future assumptions so a reader can see which amounts came from posted history and which came from planning.
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