How to review budget and forecasts

Owned by Garrett Reynolds (Deactivated)
Last updated: Sept 03, 2021 by John Brand (Unlicensed)

Step-by-step guide to reviewing budget and forecasts

Prerequisites: 

  • Budgets have been entered into the Yotascale™ software


Description:

Yotascale software provides the ability to manage budgets and view cost compared to budget, and then leverages ML models to predict the cost forecast.


Steps to complete:

  1. Navigate to the analytics screen
  2. Select the value for Monthly Budget column for the perspective to view budget amounts
  3. Navigate back to analytics screen then drill into perspective name
    1. View forecast trend line
    2. View budget vs cost vs forecast
    3. View timeline to exceed budget


Mouse over the line at a specific point in time and it displays

  • Predicted cost
  • 68% confidence range (light blue band)
  • 95% confidence range (dark blue band)


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