SPREADSHEET
9+3 forecast
Put the actuals of the closed months together with the projection of the ones left, and see, line by line, where the year will land against the budget.
What's inside
The 9+3 forecast combines the 9 months that have already happened with the best estimate for the 3 that are left. The budget is still the target; the forecast is the honest prediction of where the year will end. In this template the cut-off month is configurable, so it works as 6+6, 9+3 or 10+2.
- Prepare the data3
- Fill in the template4
- Analyse and use3
- For whom
- Controllers, FP&A analysts, finance directors and business owners
The material is right below
Open the spreadsheetGet the spreadsheet
We hand it over right away, on this same screen.