How to

How to set confidence

Confidence tells the matrix how sure an Expected transaction is, on several axes.

  1. Set the chance it happens % (how likely it occurs at all; 100 = certain).
  2. Set the amount confidence % (how sure you are of the amount if it happens; informational, it does not change the number).
  3. Set a band: a low/high range around the amount, as a percentage or as absolute low/high figures.
  4. Set a window: how many days before or after the expected date it might land.
  5. The lens (optimistic / expected / pessimistic) and the below-zero alerts read this confidence.

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