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Forecast into Dashboard
Forecast into Dashboard
Updated over a week ago

Once your forecast has been configured and published, you will be able to display it in your dashboard.

Display the forecast in a table

  • Go to the Dashboard section, and select the desired section

  • Enter edit mode by clicking on “Edit

  • Then click on the button add "+"

  • Click on "Add a widget"

Two tables can be set up: the predefined table, in order to display all the elements of the forecast or the Financial table to display only a part.

Predefined table:

  • In step 3 Data, select the data item

  • In the Columns field, select the Forecast option, then select your forecast and the period.

  • You can also add a Realized column to display the actual result from the accounting, as well as a 3rd column Calculation to calculate the difference between your forecast and the realized.

Financial table:

  • During step 3 Data , select the rows that you want to display in your table, by indicating a label then your formula: Turnover, Purchases of goods, indicators …

  • In the Columns field, select the Forecast option, then select your forecast and the period.

  • You can also add a column Realized to display the realized from the accounting, as well as a 3rd column Calculation to calculate the difference between your forecast and the realized.

Include the forecast in a formula

  • Go to the Dashboard section, and select the targeted section

  • Enter edit mode by clicking on “Edit” located at the top right

  • Then click on the button +

  • Select the title and type of the widget you want

  • Then in part 3 Data , select the forecast directly in the part Formulas (the element has the badge “ FORECAST ” followed by the name of your forecast).

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