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Reporting & Writeback Matrix Docs
Reporting & Writeback Matrix Docs
  • Introduction to Inforiver
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    • Miscellaneous functions
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  • Advanced topics
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  • Infobridge
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    • 10. Integrating forecasts
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  • Accessibility shortcut keys
  • Inforiver Reporting Matrix FAQs
  • Inforiver Writeback Matrix FAQs
  • Video tutorials
  • Resources
  • Release Notes
    • Inforiver Writeback Matrix May 2025 - v4.4.3
    • Inforiver Writeback Matrix April 2025 - v4.4.2
    • Inforiver Writeback Matrix April 2025 - v4.4.
    • Inforiver Writeback Matrix March 2025 - v4.3 - Time series formulae
    • Inforiver Writeback Matrix - March 2025 - v4.2
    • Inforiver Writeback Matrix March 2025 - v4.1
    • Inforiver Reporting Matrix March 2025 - V3.3.3 -New formatting and export options
    • Inforiver Writeback Matrix Feb 2025 - v4.0 - User permissions, High-performance mode, Input rules
    • Inforiver Writeback Matrix January 2025 - v3.9 - Fabric support, upgraded variables interface
    • Inforiver Writeback Matrix December 2024- v3.8 - Improved Scheduler Performance & Other Enhancements
    • Inforiver Writeback Matrix December 2024 - v3.7 - Merge rows, new rounding functions & More
    • Inforiver Writeback Matrix November 2024 - v3.6.2 - Import from Google Sheets & More
    • Inforiver Writeback Matrix October 2024 - v3.6 - Approval Workflows & Other Enhancements
    • Inforiver Writeback Matrix October 2024 - v3.5 - Lookup visuals & more
    • Inforiver Reporting Matrix Nov 2024 - v3.3 - Variables
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On this page
  • 1. Editing generated forecasts
  • 2. Re-forecasting

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  1. Working with Inforiver
  2. 7. Planning, budgeting & forecasting
  3. Forecasting

Editing forecasts and reforecasting

PreviousDate rollover and extending forecastsNextAutoclose forecasts

Last updated 1 year ago

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1. Editing generated forecasts

Inforiver allows you to edit a forecast that was configured previously. To edit, click on the Manage button to open the Forecast Measures side pane and click on the edit icon near the forecast that needs to be edited.

i) Forecast period

You can update the forecast time frame. You may have forecasted for the entire year, then decided to extend the forecast to the next year or reduce the forecast duration to 6 months.

Notice how the forecast has been reduced to 6 months after updating the forecast period.

ii) Update closed period range

The forecasted periods that have been closed after actuals become available can be reset using this option. Consider that the forecast for January 2024 has been closed as shown below.

When we click on the 'Reset closed period link', all the closed forecasts within the 'Closed Period Range' will be reopened. You can specify the end date of the closed period range - in this case, Jan 2024.

Notice how the Closed Period Range has been updated.

The January forecast has been re-opened.

2. Re-forecasting

Notice how the open forecast measures have been updated based on the re-forecast configuration.

You can update the forecast for a specific period using the reforecast option. For instance, if you need to change the forecast for Q2 to the average sales of previous years, you can reforecast for that period alone, without affecting the other forecasts. You can configure the forecast the same way we did in the section.

configuring the forecast
Editing a forecast
Changing the forecast period
Reducing the forecast time period
Closed period for January
Reset closed period
Closed period range updated
Reset closed forecast
Reforecasting
Re-forecasted data