How to Modify Projection Settings
By default, the platform displays your model with 24 months, using months as increments, and starts the forecast in the month that you created the model. Luckily, these are all customizable to meet your needs!
Use the below steps to change your model from a 2 year forecast to a 3 year, 4 year, or 5 year forecast. Change between Months, Quarters, or Years for your model increments.
How to change the length or number of months in your Forecast / Projection
Click the 🚀 Project tab
Navigate to the Projections panel
Enter the number of months you'd like to display
How to change the Projection time frame / time increments
Click the 🚀 Project tab
Navigate to the Projections panel
Select between Monthly, Quarterly, or Annually
Your project will be updated automatically to reflect your selection
How to Modify your Forecast Start Date
Click the 🚀 Project tab
Navigate to the Projections panel
Under "forecast start month" click the calendar icon and select a date in the past or future in which you'd like your model to start
For more help, please feel free to email [email protected] or use the live chat!