Project yourself to better anticipate decisions
Project the results
Project results allows you to display a simulation of the current results until the end of the fiscal year with a projection source.
This allows you to obtain, for each result displayed on Dashboard, a simulated result until the end of the exercise.
Activate projection
To activate a projection, click on "Projections" in the toolbar on the right.
Activate the projections in the panel and select a projection source.
Then select the date of the projection beginning
Then "Apply" the projection
You then get a projection on all your results.
You then get a projection on all your results.
Example
the publication date is July 2021
by choosing the elapsed period N-1, your projected results will cumulate the results from January 2021 to July 2021 (the actual) and the results from August 2020 to December 2020 (the projection source)
Source of projection
The sources of projections may vary according to the companies and according to their availability.
Previous period: previous years N-1 or N-2 if available
Forecast(s): the forecast(s) defined and published for this company
Start of the project results
Clients get a projection depending of the month and year selected on the right part (if set).
Tip : switch to "client view"
To get a projection similar to your clients, you can switch to client view and activate a projection. You will get the same projection as your clients.
see the article : "Client view"