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Scenarios: Preview Mode

Use preview mode on the scenarios editor to see the result of one or more scenarios combined with a base budget.

Shem Bogusz avatar
Written by Shem Bogusz
Updated over a week ago

Scenarios are like layers of small budget changes that can be combined with a base budget to quickly compare and explore multiple outcomes and projections. While you can add the scenarios as layers to your budgets in Reports and Dashboards, the preview mode explained in this help article allows you to view and explore different projections directly in the scenarios editor.

  1. Browse to Budgets & Cashflow -> Scenarios

  2. Select the required scenario, date ranges and business units as per the Budgets & Scenarios: Views & Layouts help article

  3. Click PREVIEW MODE to toggle between Preview Mode and Edit Mode

    Toggle between scenarios preview mode and edit mode

  4. While in the Preview Mode you can use the blue configuration bar to select a Base Budget to combine with scenarios for further analysis

  5. Use the Add a scenario dropdown to add or remove additional scenarios to analyse the different outcomes

    As you make changes the data will automatically refresh with the consolidated result of the base budget and selected scenarios

    Adding and removing various scenarios for analysis of combined results


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