The Team Forecast tab allows you to add forecasting for teams. This page includes two tabs:
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Financial Year
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Rolling 12 Months
Financial Year
Monthly Spend
This chart shows the monthly forecast and actual trend month-on-month compared to the prior year actual spend. The dotted line represents the forecasted amount of the month whose actual amount is not loaded. By using this chart, you can track and compare the forecasted and actual spend for any month or year.
Hover over any data point on the chart to view the forecasted and actual amount for that particular month. The chart shows the monthly data for the filtered team. You can apply a team and year filter to analyze the data for a specific team.
Deviation % RAG Status
Deviation % RAG Status shows the percentage deviation of the filtered team across all months of the financial year. The table contains the deviation percentage and the variance. The variance amount is the difference between the actual and forecasted amount.
The color representation in the table is based on the RAG (Red, Amber, and Green) status. Admin can set the threshold values for the RAG that determine when the color turns red or green.
Rolling 12 Months
Monthly Spend
This chart shows the rolling 12-months forecast and actual spend. The rolling months refers to a continuous 12-month period that includes the past five months from the current month, the current month itself, and the upcoming six months from the current date. The dotted line represents the forecasted amount for the month whose actual is not loaded. By using this chart, you can track and compare the forecasted and actual spend for the rolling months.
Hover over any data point on the chart to view the forecasted and actual amount for that particular month. The chart shows the monthly data for the filtered team. You can apply a team filter to analyze the data for a specific team.
Deviation % RAG Status
Deviation % RAG Status shows the percentage deviation of the filtered team across all 12 rolling months. The table contains the deviation percentage and the variance. The variance amount is the difference between the actual and forecasted amount.
The color representation in the table is based on the RAG (Red, Amber, and Green) status. Admin can set the threshold values for the RAG that determine when the color turns red or green.