Forecast into Dashboard

Modified on Mon, 19 Dec 2022 at 03:44 PM

Once your forecast has been configured and published, you will be able to display it in your dashboard.

Display the forecast in a table

  • Go to the Dashboard section, and select the desired section
  • Enter edit mode by clicking on “Edit located at the top right
  • Then click on the button
  • Click on "Add a widget"


Two tables can be set up: the predefined table, in order to display all the elements of the forecast or the Financial table to display only a part.

Predefined table:

  • In step 3 Data, select the data item
  • In the Columns field, select the Forecast option, then select your forecast and the period.
  • You can also add a Realized column to display the actual result from the accounting, as well as a 3rd column Calculation to calculate the difference between your forecast and the realized.


Financial table:

  • During step 3 Data , select the rows that you want to display in your table, by indicating a label then your formula: Turnover, Purchases of goods, indicators …
  • In the Columns field, select the Forecast option, then select your forecast and the period.
  • You can also add a column Realized to display the realized from the accounting, as well as a 3rd column Calculation to calculate the difference between your forecast and the realized.

Include the forecast in a formula

  • Go to the Dashboard section, and select the targeted section
  • Enter edit mode by clicking on “Edit” located at the top right
  • Then click on the button +
  • Select the title and type of the widget you want
  • Then in part 3 Data , select the forecast directly in the part Formulas (the element has the badge “ FORECAST ” followed by the name of your forecast).

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article