How to create a forecast method

A forecast method decides how an Expected transaction's amount (or timing) is projected. Save it once on the Forecast methods page and reuse it.

1. Open Forecast methods in the environment and add one.
2. Choose a type: Manual (the amount you set), Look-back average, Escalation (grow by a percent or step), or Driven (a percent of another party's or bucket's flows).
3. Set its default modifiers (confidence, band, window) as needed and save it.
4. On an Expected transaction, attach the method and make it the active amount method; attach a timing method (like Average days late) for the When, independently.
5. Attach more than one and Compare to see each method's accuracy before choosing the active one.

In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.