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Change the entry level of the forecasts
Change the entry level of the forecasts
Edgar Renoud avatar
Written by Edgar Renoud
Updated over 2 years ago

Do you want to be able to refine the level of detail in your forecast? Forecast not on overall sales, but for each type of sale, for example?

Great news: You can choose the level of input for your forecast. Determine whether you want to set your forecasts at the highest level, the top category (parent category), or the finest level, the subcategories (daughter categories). 👌

To do this:

  1. Go to the Cashflow Plan.

  2. Click on ▪▪▪ Options at the top right of your screen

  3. Then Forecast settings at the bottom of the menu

  4. Check each level of forecast you want

  5. Validate by clicking on Refresh input level

Once the level is selected, you can adjust your forecast! 👍

💡 Good to know: If you change the input level, the forecast values previously set on the other level will be permanently lost. A pop-up window will notify you of this and ask you to confirm this deletion 😉

💡💡 Good to know: The setting for a given category is independent and only affects the selected category. You can therefore set a different level of entry for each of your categories, depending on your detail and analysis needs. 😊

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