Forecast Adjustments

You can use adjustments to temporarily change the value of a cell in a forecast. This is useful when a change that impacts your forecast hasn't yet been recorded in the relevant business records. In addition to changing the value of the cell, you can enter additional details, such as the expiration date and the reason for making the adjustment.

You can also create an opposite adjustment, allowing you to take the value from one cell and apply it to another. This makes it easy to record when revenue is going to slip from one period into another by applying an inverse variance. For more information, see Making an Adjustment to a Forecast.

Once the assigned expiration date has passed and the forecast is updated with the latest data, the adjustment is deactivated and the cell returns to its original value. You can also manually deactivate an adjustment to clear it before the expiration date or if an expiration date was not specified. For more information, see Deactivating an Adjustment to a Forecast.

Visual Indicators

The following icons are used when an adjustment is applied:

  • Contains Adjustment indicates the cell value has increased following a direct adjustment.
  • Contains Adjustment indicates the cell value has decreased following a direct adjustment.

Tooltips

You can hover over a cell that contains an adjustment to view more information about the adjustment. The following information is displayed in a tooltip:

  • Value Before Adjustment: The original cell value before applying the variance.
  • Value After Adjustment: The new cell value after applying the variance.
  • Adjustment Amount: The difference between the original cell value and the new adjusted value.
  • Adjusted By: The name of the user who applied the cell adjustment value.
  • Reason: The reason for making the adjustment.
  • Expiration Date: The date after which the adjustment no longer applies to the forecast cell.