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YTD & Full Year Forecast vs Approved
YTD & Full Year Forecast vs Approved
Shem Bogusz avatar
Written by Shem Bogusz
Updated over a year ago

Report Description

  • Compares the YTD Actuals to the Approved budget with variance.

  • Compares the Full Year Reforecast value to the Full Year Approved Budget with variance.

  • The reforecast value is the YTD Actuals plus remaining budgets from the Forecast budget version.

Report Sample

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If you have a customisation you would like to share please email helpme@calxa.com and we'll consider sharing it here.

Use this Custom Template

  1. Download this custom report template.

  2. Then Import the Custom Template to your workspace.

Special Requirements

Budget Versions

Requires 2 budgets. See Manage Budget Versions.

  • Approved - an approved or original budget.

  • Forecast - a current or up to date budget that differs from the original budget. This budget is used to calculate the Full Year Reforecast.

Alternate Version with % Variance

  1. To us the alternate version, download this custom report template.

  2. Then Import the Custom Template to your workspace.

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