The Forecast tool
you've dreamed of
Forecast with governance, lineage & guardrails, with AI-assistance at every level. Start with review of baseline (actuals pulled from GL database), layer on macro scenarios, input existing workforce assumptions, producer hiring, expense controls, and regulatory guardrails into a governed scenario version.
Base forecast review
Actuals load from GL_Fact, entity, and account dimensions into a monthly executive review surface.
Macro scenario layer
Rates, GDP, deposit runoff, credit stress, and inflation toggles show annual divergence from base.
Bottom-up inputs
Finance liaisons collect market hiring, attrition, ramp, and controllable spend assumptions with user lineage.
Governed writeback
Validated rows replace the selected scenario, data source, planning entity, and forecast periods in GL_Fact.
Baseline. Adjust. Load.
Source baseline
Read GL actuals by region and market, then project the base forecast monthly across the planning horizon.
Layer assumptions
Apply macro toggles, existing workforce levers, producer hiring economics, and controllable spend changes.
Commit scenario
Stage the forecast, validate row status, and write a governed scenario version back to GL_Fact.
Forecast from the market.
Govern from the center.
Forecast gives FP&A a live operating surface for market-owned assumptions, centralized controls, and audit-ready forecast loads.