Manage Forecast

Forecast Planner

Forecast → New Forecast

The Forecast Planner lets you create a baseline forecast, apply adjustments, and lock the adjusted forecast so you can compare it against actual spend over time.

You can:

• Build a forecast from historical data

• Add adjustment events (increase/decrease)

• Lock the adjusted forecast

• Track Actual vs Forecast vs Adjusted Forecast

• View saved forecast tracking from Forecast list

1. Create a new Forecast

Go to Forecast → + Forecast

Enter:

• Forecast name – (e.g. Cloud Q2 Forecast)

• Description – optional

Click Save after configuration.

2. Configure Forecast Setup

In Forecast Planner → Setup

Period

Select forecast time range:

• Start month

• End month

Example:
Dec-25 → Dec-26

Scope

Choose what the forecast applies to:

• All cloud cost

• Custom filtered scope

• Perspectives scope

Filters (Optional)

Narrow the forecast to specific data:

• Account

• Service

• Provider

• Resource Group

• Locations

• Tags

• Savings Plan

• Reservations

Cost Field

Choose cost type:

• Actual

• Amortized

• Net Actual

• Net Amortized

Options

Include or exclude cost components:

• Discount

• Refund

• Tax & Credit

Click Preview to generate forecast.

3. Forecast Chart

The chart displays:

• Actual – historical spend (blue)

• Forecast – predicted spend (gray)

• Adjusted Forecast – appears after adjustments

Use this to:

• Compare past vs predicted

• Visualize adjustments

• Identify spikes or drops

  

4. Forecast Table

The table shows monthly values:

5. Adjust the Forecast

Go to Forecast Planner → Adjustment

Click + Adjustment

Each event includes:

Description

Reason for adjustment
Example: New project launch

Filters (optional)

Apply adjustment to:

• Account

• Service

• Tag

• Provider

Adjustment Type

Choose:

• Fixed Amount $ / Day

• Percentage %

Date Range

Select start and end dates

Example:
$5,000 from Apr-26 to Jun-26

You can create multiple events.

6. Lock Forecast

Click Save

This locks:

• Forecast

• Adjusted Forecast

System now tracks Actual vs Locked Forecast

7. View Created Forecast

After saving, go to:

Forecast → Manage Forecast

This page lists all forecasts with:

• Name

• Scope

• Source

• Tracking %

• Owner

• Created date

Tracking bar shows:
Actual vs Forecast consumption

8. Forecast Details View

After clicking a forecast, the system opens the Forecast View page.

This page shows:

Forecast Chart

Displays:

• Actual spend

• Forecast values

• Trend comparison

Helps visualize:

• How actual compares to forecast

• Monthly spend trajectory

Forecast Table

Shows:

• Monthly Actual values

• Forecast values

• Tracking percentage

Use this to:

• Compare actual vs forecast

• Monitors spend progress

• Validate forecast accuracy

9. Common Use Cases

Lock quarterly forecast

Create → Adjust → Save → Track

Compare actual vs planned

Open forecast from list view

Monitors spend progress

Use tracking bar

Forecast upcoming growth

Add adjustment events