Analytics 
Financial Statements 
Rebates 
CRM A simple way to re-forecast
4:03 minutes total learning time
Re-forecast as conditions change during the year, using your prepared budget as the starting point.
Phocas product 
Budgets & Forecasts
Budgets & Forecasts 2 videos in this learning module
1
Create a forecast
1:23
2
Explore the forecast workbook
2:40
2 videos in this learning module
1
Create a forecast
1:23
2
Explore the forecast workbook
2:40
Create a forecast
This video shows how to convert a budget into a forecast. It is suitable for users who have permission to manage budgets and forecasts.
Supporting documentation
Explore the forecast workbook
This video gives an overview of the key elements of a forecast workbook, including how to save time using the ‘spread’ feature.
Supporting documentation
Phocas product
Budgets & Forecasts 
Related learning modules
Budgets & Forecasts Phocas Budgets & Forecasts
Learn how to use the tools in Phocas Budgets & Forecasts to streamline your budgeting process, work collaboratively yet safely and control workflow. In this module of videos, see the results of combining an intuitive Phocas interface with familiar spreadsheet formats.
8 videos
22:48 min