Selecting a Forecast Period

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Forecasting periods are determined by your fiscal start/end date settings.

Use the period picker in Forecasting to view or forecast a certain fiscal period, you can expand/collapse quarters to view/hide months by clicking on the carrot to the left of the quarter name.

The period picker will populate one period back and four quarters forward.

For example, let's say it's currently June 2021 and I'm in Q2 2021. I can see the current month (June 2021) and the previous month (May 2021), I cannot see any month prior to last month. If I were to select by quarter, I can see the current quarter (Q2 2021) and the previous quarter (Q1 2021), I cannot see any quarter prior to last quarter.

If I'm looking forward, I can see four quarters from now, and each month within those quarters.

If you run into any issues, please contact support.