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Can you create multiple versions of a forecast?

Create multiple forecasts for a company or consolidation

Updated this week

This feature is included with Fathom Pro - the plan with access to all of Fathom's features. Companies on Portfolio can be upgraded to Fathom Pro at any time.

Create more than one forecast

Yes, you can have more than one forecast for a company or consolidated group by using scenarios.

Once your baseline is created in the main forecasting grid, you can layer events and scenarios on top of your main forecast.

Scenarios can be used to:

  • Create copies of your forecast with slight or significant changes in rules or events.
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  • Build out and compare complex plans.
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  • Plan out how an increase or decrease to your baseline rules would be handled (e.g. What if Expenses increase by 5%?).

💡Smart Tip: You can choose the main forecast or any other scenario you have already created to set the baseline for a new scenario. This enables you to layer different combinations of rules and microforecasts in new scenarios.

Scenarios enable you to keep multiple forecasts up to date. Any changes to the main forecast’s baseline will be reflected in your scenarios (unless overridden by specific rules). All dynamic formulas and timing profiles that have not been overridden will still be linked to the main forecast.

Learn more about scenarios from our 'Create scenarios' article.

Can I include multiple scenarios in my reports?

Yes, you can include multiple scenarios in Fathom reports. Learn more from the ‘Fathom Forecast in Reports’ article.

Can I save a copy of my forecast for reforecasting?

You can take a snapshot of your forecast or scenario. A forecast snapshot is a static copy of your forecast that allows for 'Actuals vs Forecast' and 'Forecast vs Budget' variance reporting.

You can also download your forecast or scenario to Excel for your records, along with a forecast value audit report.

Learn more

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