The Forecast detail page provides a detailed view of your forecasts for a specific category.
Accessing the Forecast detail page
To access the Forecast Detail Page:
Navigate to Cashflow Plan in your Agicap account.
Click on the category name you're interested in to open the sidebar on the right-hand side.
Click on the Forecast tab within the sidebar.
Click on the right arrow (→) to open the Forecast Detail Page.
Understanding the Forecast Detail
On the Forecast Detail Page, you can view detailed information about your selected forecast cell. Here's what you'll find:
Forecast Value and Application Period: The specific value and the period it applies to.
Forecast Type: This indicates how the forecast was generated. Possible types include:
Manual Input: Forecasts you've manually entered.
Import: Forecasts imported from external sources.
P&L Conversion: Forecasts derived from your Profit & Loss data.
Category Formula: Forecasts calculated using formulas applied to categories.
Forecast Series: Includes recurring, performance-based, or category-based forecasts.
Aggregated Forecasts: Occurs in situations such as:
When the forecast is set per bank account.
When the display frequency is larger than the input frequency.
When the selected category is a parent category and aggregates forecasts from subcategories.
When the forecast input frequency is changed to a larger frequency, but pre-existing forecasts are kept and displayed as "aggregated".
Unknown Type: This may appear for:
Forecasts set before Spring 2021.
Recurring forecast series on a scenario where the type isn't synchronized with linked scenarios.
Last Update Date: Shows when the forecast value was last updated, appearing for calculated forecasts such as performance-based, category-based, or formula-based forecasts.
FAQ ❓
Can I view forecasts for all scenarios on the Forecast Detail Page?
The Forecast Detail Page is currently only available for the main scenario. For other scenarios, you can manage forecasts directly from the Cashflow Plan or the Forecast tab in the sidebar.