How to report on Forecasts

Modified on Thu, 28 Mar, 2024 at 10:03 AM

You can present forecasted data that you have prepared elsewhere on your Joiin reports, if these are created in Xero or QBO they will be brought into Joiin automatically, alternatively you can upload them into Joiin.

You have two forecast options, Forecast only, or YTD actuals and Forecasts for the remaining months.

Uploading Forecast data

First, you will need to upload your Forecasts if you haven't done so already.

Select Budgets from the left menu.
Choose the 'Add Joiin Budget' option.
Enter forecast data manually or download a template which you can fill out online and upload into Joiin.

Take a look at our detailed step by step guide here.

Running your Forecast

Now you are ready to run your report, there are two ways to run a forecast in Joiin.

1. By choosing 'budget only' from the dropdown.

This will give you budget/ forecast figures for all months on the report.

2. Alternatively by choosing the other option 'Actual & Budget'.

You will get Actual figures up until the current month and then forecasted figures from then on.