Actualized Forecast
When the month closes in BFS, Actual data is copied to the Forecast scenario Working version in CalPlan.
The Actualized Forecast Form calculates the variance between your forecast and actuals for the prior closed month and uses conditional formatting to show variances in excess of $1,000 with green for favorable and red for unfavorable.
After reviewing variances, you can use this form to update your plan for future months in response to expected revenue and expenses that didn't materialize or came in at a materially different amount.
