Solitwork

Focused use case #1

Rolling Forecasting

Always know where your business is heading. Replace static forecasts with a continuously updated view of future performance.

TYPICAL MANAGEMENT QUESTION

Where will we actually land, and what is changing?

Forecast continuously. Steer earlier.

Keep the outlook current as the year unfolds:

  • Start from actuals: Every forecast builds on the latest closed period
  • Forecast the full picture: Cover P&L, balance sheet and cash flow together
  • Compare versions: See actual, budget and latest forecast side by side
  • Spot gaps early: Identify where performance is moving away from plan

UPDATE AS ACTUALS ARRIVE

New actuals in each month

When a period closes, actuals replace the forecast months and the forecast rolls forward. Because the model is built on operational drivers, Finance updates the assumptions that changed instead of rebuilding the numbers line by line.

A rolling forecast model keeps management decisions anchored in the latest situation and the assumptions that still hold.

AI performance planning

Let AI point Finance to what needs attention

With Solitwork Planning & Forecasting, you can:

  • Generate a baseline forecast from historical data
  • Highlight unusual movements in actuals
  • Flag assumptions that drift from recent trends
  • Explain where the gap to budget is coming from

Business impact

How you benefit?

  • Relevance: Management always works from an up-to-date outlook
  • Early warning: Spot performance gaps while there is still time to act
  • Efficiency: Update drivers, not spreadsheets, when conditions change
Explore Planning & Forecasting