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).