Comparing Forecasts

Comparison puts multiple forecasts next to each other so you can weigh scenarios, track revisions, or line costs up against revenue.

Opening a comparison

Select the forecasts you want to compare (for example two cost scenarios, or a cost and a revenue forecast). The comparison view shows:

• Summary cards — totals for each selected forecast, plus profit when both a cost and a revenue forecast are in the set.
• A chart — each forecast as its own series.
• A data table — period-by-period values with totals.

Monthly vs cumulative

Toggle between:

• Monthly — the per-period amounts. Best for seeing where each forecast concentrates its spend or income.
• Cumulative — running totals. Best for overall position and for spotting where two forecasts diverge or cross.

When to use it

• Scenario planning — compare an aggressive vs conservative cost plan.
• Revisions — see how this month's forecast differs from last month's.
• Margin check — overlay cost and revenue to read the profit between them.

For comparing against a saved plan rather than named forecasts, use baselines in the cash flow view.