Monarch - Forecast Change Report Overview

The Forecast Change Report provides an easy way for you to see how you, your team, or your entire enterprise are updating their pending dollars and converting those dollars into booked business.

To create the Forecast Change Report, please follow the below instructions:

1. Please navigate to Reports on the menu bar.
2. Click the Forecast & Deals tab.
3. Click Forecast Change Report link.

On the Options screen, you will be presented with the below options to build your report.

1. Hierarchy Selection - in this drop-down you may select the attribute(s) that are to be on the report
2. Calendar Selection - in this drop-down you may select what calendar type the report will utilize
3. For Time Frame Selection - in this drop-down you may select what time frame the report will utilize
4. Forecast As Of Selection - in this drop-down you may select as of date to compare the forecast of today against
5. Run Button - once all options have been selected, clicking the Run button will run the report

Clicking the Filters tab will allow you to select or not select various data points or groups within the report.

Once the report is run, the screen will display the report based on the Options and Filters selected. A view like the below will appear.

1. Show Option - clicking this button will show the Options and Filters dialog to edit the report and allow you to re-run the report
2. Hide Chart - clicking this button will remove the chart from the view
3. Chart Field - the report will display a line chart showing the trending over the time frame that was selected
4. Favorite Icon - clicking the Star icon will allow you to save the report has a favorite. Once saved as a favorite, the report can be shared to other users
5. Download - in the drop-down a user can select to export the data in either a .csv format or Microsoft Excel format. Clicking the icon next to the drop down will download the report in the selected format
6. Report Data - the table at the bottom of the screen is the data from the report. The Forecast Change Report is formatted so that the hierarchy is on the far left, followed by the following columns:
   1. <DATE> Booked $ - The amount of dollars booked as of today for the time frame selected
   2. <DATE> Pending $ - The amount of dollars on Open-Pending Deals as of today for the time frame selected
   3. <DATE> Forecast $ - Calculation of ((<DATE> Booked $) + (<DATE> Pending $))
   4. <AS OF DATE> Booked $ - The amount of dollars booked on the Forecast as of date selected for the time frame selected
   5. <AS OF DATE> Pending $ - The amount of dollars on Open-Pending Deals on the Forecast as of date selected for the time frame selected
   6. <AS OF DATE> Forecast $ - Calculation of ((<AS OF DATE> Booked $) + (<AS OF DATE> Pending $))
   7. Forecast $ Difference - Calculation of ((<DATE> Forecast $) – (<AS OF DATE> Forecast $))
   8. Forecast % Difference - Calculation of ((<DATE> Forecast $) / (<AS OF DATE> Forecast $)-1)