The Business Roadmap is a timeline view of your microforecasts. From the Business Roadmap, you can add, manage, and edit microforecasts and change their start date by simply grabbing and sliding the applicable microforecast block.

Any movement to a microforecast on the Business roadmap will change the start date of the microforecast in the main forecasting grid for your baseline forecast or scenario. This helps you determine if and when it should take place for the best impact.

The Business Roadmap also determines your cash position or other Quick Metrics. As you make changes to the timing of events or microforecasts on your Business Roadmap, you will see the key business metrics on the Quick Metrics bar update. This allows you to explore pathways and better understand how the timing of each microforecast event or action impacts the forecast.

To explore the timing of initiatives:

The Quick Metrics bar will re-calculate and update with each microforecast movement so you can determine if a microforecast should take place and when it would have the greatest positive impact on the business.

A microforecast will always be at least one month long, but it will be longer based on periods in which there are:

You may have movements in your microforecast that do not fall into one of the above situations (e.g. a loan repayment schedule). Therefore, your microforecast may have movements outside the periods represented by the bar on the Business Roadmap.

You can remove, rename, or change the colour of entire categories in the business roadmap. To do so,

The colours of the categories will carry through to reporting. If you add the Business Roadmap chart to a report, the chart will mimic the look of the Business Roadmap in the Forecasting tool. You are unable to change the category colors from within reporting and can only change the microforecast category colors from within the Forecasting tool.

You’re also able to create a microforecast directly from the roadmap:

View inactive microforecasts by selecting the ‘Microscope with a slash’ icon at the top of the list of categories and next to the ‘Search’ option.

You can turn microforecasts on and off by hovering over the microforecast name in the category list and selecting the toggle. If the toggle is green, then the microforecast is on or active.

Each scenario or version of your forecast can have its own rendition of the Business Roadmap, allowing you to layer and time microforecasts differently in different scenarios. Any changes you make to the Business Roadmap will only impact the version of the forecast you are viewing, whether that be the baseline forecast or a scenario.

There are two ways to apply scenarios to your Business Roadmap:

You’ll be able to tell that a scenario is applied to the Business Roadmap because the name of the scenario will appear in a green box in the upper right corner of the Business Roadmap.

You can turn a scenario off and return to the baseline forecast by selecting the ‘X’ icon next to the scenario name in the upper right corner of the Business Roadmap.

Continue the 'Forecast Creation & Setup Workflow' by choosing from one of the next steps below:

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