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Choose the frequency for your forecasts
Choose the frequency for your forecasts
Edgar Renoud avatar
Written by Edgar Renoud
Updated over 3 years ago

You want to enter your forecasts to better predict your cash flow development?

In order to have the most suitable display of your forecasts, you can enter them according to several frequencies: Daily / Weekly / Monthly / Quarterly. 👌


First, on your Cashflow plan, click on the range filter and choose the frequency you prefer. Then, simply validate and you're good to go! 🎉

💡 Good to know: Changing the frequency of the forecasts entry will affect the distribution of your forecasts.

2 possible cases:

☑️ If you switch to a larger frequency, for example from monthly to quarterly, your monthly forecasts will be added together and grouped into quarterly forecasts.

☑️ If you switch to a smaller frequency, for example from quarterly to monthly, the quarterly forecasts will become the forecasts for the first month of the quarter, and will not be broken down into the 3 months. You will then have to re-enter your forecasts month by month.

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