Budget vs Actual vs Forecast Grouped
Compare explicit versions, snapshots and applied-transfer cutoffs; missing forecast values remain distinct from zero.
- Budgeting & Forecasting
- Reports and analytics
Reports for the questions your team asks
Compare the selected plan, actuals and forecast on a consistent basis.
Overview×
Budgeting & Forecasting · Overview
Budgeting & Forecasting dashboard
This quarter
Scenarios in view
6Base
1Upside
1Downside
1Budget versions by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 30 | ||
| Submitted | 15 | 50% | |
| In review | 7 | 47% | |
| Approved | 4 | 57% |
Total revenue by status
Sample totals per stage
Reporting questions
EBITDA Bridge Grouped
Explain changes in the planning earnings measure using its reviewed account mapping and consistent periods.
Headcount & Personnel Cost Grouped
Connect staffing and compensation assumptions to the resulting personnel-cost plan.
Scenario Comparison List
Compare retained what if runs and their input differences.
From Scenarios
Rolling Forecast Trajectory List
Follow published outlooks without replacing earlier monthly snapshots.
From Rolling forecasts
Commitments & Available to Spend List
Reconcile effective budget, actual costs and remaining unrecognized commitments.
From Budget controls
Budget Transfer Audit List
Inspect applied and rejected changes with their decision evidence.
From Budget controls
Assumptions Audit Trail List
Trace the driver, formula and revision basis behind the numbers.
Reconciliation
Reports name the selected account, entity and period population. Currency and percentage materiality use separate thresholds, and zero budget produces a null percentage. Product previews show related operating records; they do not reproduce every aggregate report or establish a connected ledger.
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