Forecast definitions

A forecast definition describes recurring cash so you do not hand-enter every occurrence. It has a recurrence (monthly, weekly, biweekly) and an amount method that says how each occurrence's amount is determined:

• fixed: the same amount every time (e.g. Payroll).
• variable: driven by a series you supply (a demand or sales driver).
• derived: computed from another definition or party. The mid-market Volume rebate is 5% of Northwind Traders sales, one month in arrears.

Escalation

A definition can escalate over time: a fixed percentage (e.g. a 3% annual rent increase) or a fixed step amount, applied every so many months from an anchor. The mid-market Warehouse lease escalates 3% a year. See *Model an escalating lease*.

After defining recurring cash, generate its occurrences over a date range to turn the definition into dated forecast entries.

In-app documentation, version 1. Generated from the product documentation source, so this matches the app exactly.