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Team Forecast

Use this article to understand how to review forecast versus actual spend for a selected team across a financial year or a rolling 12-month view.

The Team Forecast helps you analyze one team at a time. It is useful when you want to understand whether a team is trending above or below forecast, whether past months are aligning with actual spend, and where deviations are starting to build.

This page includes two tabs:

  • Financial Year

  • Rolling 12 Months

Financial Year

The Financial Year tab focuses on the selected fiscal year for the filtered team. Use this tab when you want a year-based view of forecast performance.

How to use this tab

Use the team selector to choose the team you want to review. Then use the year selector to move between financial years.

This tab is useful when you want to:

  • Review the full fiscal-year pattern for one team.

  • Compare actual spend against forecast and prior year context.

  • Understand which months are driving the team’s year-to-date position.

Monthly Spend

This chart shows the monthly forecast and actual trend month by month compared to prior year actual spend.

Use this chart to:

  • Compare forecasted and actual spend for each month.

  • Identify where variance starts to increase.

  • See which months already have actuals and which months are still forecast-led.

The dotted line represents forecasted amounts for months where actual spend has not yet been loaded.

Hover over a data point to view the forecast and actual values for that month.

Deviation % RAG Status

Deviation % RAG Status shows the team’s percentage deviation and variance across the months in the selected financial year.

Use this section to:

  • Check which months are within or outside expected thresholds.

  • Compare month-level variance without leaving the team view.

  • See the team’s RAG status for each month.

The variance amount is the difference between actual spend and forecasted spend. The color shown for each month is based on the administrator-defined RAG thresholds.

Rolling 12 Months

The Rolling 12 Months tab provides a moving 12-month view rather than a fixed financial-year view. Use it when you want a more continuous picture of current forecast behaviour.

The rolling period includes recent past months, the current month, and upcoming months in a single timeline.

This tab is useful when you want to:

  • Review near-term forecast performance in one continuous view.

  • See how recently closed months compare with upcoming forecast months.

  • Follow changes without switching financial years.

Monthly Spend

This chart shows the rolling 12-month forecast and actual spend for the selected team.

Use this chart to:

  • Track how the team is moving through the most recent 12-month window.

  • Compare actual spend in completed months with forecasted spend in future months.

  • Spot trend changes that may not be obvious in a fixed year view.

The dotted line represents forecasted amounts for months where actual spend is not yet loaded.

Hover over a data point to view the month’s values.

Deviation % RAG Status

Deviation % RAG Status shows the team’s percentage deviation and variance across the rolling 12-month period.

Use this section to:

  • Check which months are closest to forecast.

  • Identify months that need forecast updates.

  • Review RAG performance across the rolling window.

The variance amount is the difference between actual spend and forecasted spend. The RAG color for each month is based on administrator-defined thresholds.

Next step

After reviewing a team:

  1. Open Forecast Activity Logs if you need to understand when the forecast changed.

  2. Open Accuracy Trend to compare this team with other teams over time.

  3. Open Team Showback to understand the spend composition behind the total.

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