2.85 - The Ultimate Forecast Detail

January 23, 2024
Written by Katherine Schraeder
Updated 2 months ago

🚀 New Features

  • Show or hide account codes for advanced
  • New spreadsheet import template with clear instructions
  • Ability to add forecast items in spreadsheet upload

⚠️ Changed Functionality

Setup Modal

  • Removed the setup modal and access from the summary bar
  • Moved Show Runway, Status Icons to scenario menu
  • Rename action list to list view
  • Remove item status filter

Advanced Scenarios

  • Simplified the accounts to make them easier to scan track
  • Made it easier to scan the past to spot troublesome areas in their forecast to actuals
  • Hover over an account name to see detailed actuals to forecast numbers

🔧 Fixed

  • Sync not bringing in new customers/vendors
  • Mark as paid on manual items disappearing
  • Daily & Weekly view totals with forecast items and account adjustments
  • Dynamic calculation in account quick model
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