Available in Sage Simply Accounting Premium and higher.

Forecast Reports

Forecasting allows you make predictions about future revenue and cash flow, and to assess "what if" scenarios to help you make better decisions for your business. The forecast shows you projections month-by-month over a period that you can specify.

When you display this report, Sage Simply Accounting calculates a Current Trend % and displays this for you in a table with the Projected Trend %. Sage Simply Accounting uses a simple moving average model for its forecast which gives good results over short-ranges.

You can change the Projected Trend % values (by default, they're the same as the Current Trend %) if you anticipate changes that Sage Simply Accounting cannot account for. For example, an increase in the price of gas will affect your Cost of Goods Sold, so you should increase the projection for these accounts.

Summary Report

The summary report, provides total monthly forecasts for the following types of accounts:

Detail Report

The detail report provides monthly forecasts for the same account types as the summary report, but it also shows you the forecasts for the individual accounts belonging to each type.

To view this report, open the Report Center in the Home window, select Forecast & Analysis, and then the forecast report by name. Click Display.

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