Manage rolling forecasts

Rolling forecasts continuously extend the forecast horizon. When actual data is available for a forecasted period, the forecast is closed, and the report displays the actuals.

Close forecasts#

Once a forecast is closed, it can no longer be edited. Forecasts should be closed as actuals become available.

1. Go to Model > Period. Select Close Period.
2. If multiple forecasts exist, select the forecast for which the period should be closed.
3. Select the forecast period to close—current or previous year, quarter, or month. A custom period can also be specified.

1. Select Preview. The open and closed periods are displayed. Select Save.

The forecast is closed for January and cannot be edited.

Extend forecast periods#

As forecast periods are closed, new future periods are added to maintain a rolling forecast.

1. Go to Model > Period. Select Close Period.
2. Select the period to close.
3. Select Extend Forecast Range and set the duration.

4. Review the closed and open periods. Select Save.

As the open forecast for April 2026 is closed, a rolling forecast is created by simultaneously extending the forecast into 2027.