Financial Reporting

Projections

Build forward-looking projection packs under Report Packs.

Flowchart

flowchart TD
  A[Open Projections] --> B[Select or create pack]
  B --> C[Enter assumptions & figures]
  C --> D[Generate projection views]
  D --> E[Export or share pack]

Flowchart: Projections workflow flowchart for Financial Reporting. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Open Projections from Report Packs in the sidebar.
Select an existing projection pack or start a new one for the company/FY.
Enter assumptions and period figures your stakeholders need.
Generate the projection views and review for consistency.
Export or share the pack when figures are ready.

Flowchart

Steps

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