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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.

image-20260401-051939.png

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

    image-20260401-051954.png

4. Forecast Table

The table shows monthly values:

Row

Description

Actual

Historical spend

Forecast

System generated forecast

Adjusted Forecast

Manual adjustments

Tracking

% spent vs forecast
image-20260401-052055.png

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.

image-20260401-052156.png

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

image-20260401-052241.png

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