Forecast Navigation

Overview of the Forecast functionality

Overview

This guide explains how to use the Forecast screen in Agentnoon, both in the main organization and within scenarios, to analyze headcount and cost projections over time.

Navigating to the Forecast Screen

1. Open the Org Chart dropdown.

2. Select Forecast to access the forecast dashboard.

Forecast UI & Key Features

1. Grouping Data

• Choose how data is grouped:

  • People (individual employees).

  • Departments, Entities, or other custom attributes (based on imported data).

2. Headcount vs. Headcount Cost

• Headcount View:

  • 1 = Active employee during a specific time period.

  • 0 = Inactive employee.

• Headcount Cost View: Displays financial projections for workforce costs.

3. Filters & Search

• Apply filters to view specific employees, teams, or attributes.

• Use search to find an employee or position quickly.

4. Time Period Selection

• Toggle between Monthly, Quarterly, or Yearly forecasts.

• Select the year you want to analyze.

4. Export

• Export data as a CSV file

Understanding the Forecast Table

• Group Column: Displays People, Departments, or Entities, based on selection.

• Status Column: Indicates if an employee or position is Active or Inactive.

• Currency Column: Displays the currency of salary or costs.

• Start & End Dates:

  • Determines when an employee or position becomes active in the forecast.

  • If a person starts in April, they appear as inactive before April and active from April onwards.

  • The end date determines when they exit the forecast.

Forecasting in Scenarios

Inside a scenario, forecasting updates dynamically based on hiring and termination decisions:

• Editing a Position:

  1. Click the Edit button for any position.

  2. Scroll to the bottom of the edit panel to define:

     • Hire/Start Date (for new hires).

     • Termination Date (for reductions).

• Real-Time Updates:

  • Changes to hire or termination dates immediately reflect in the scenario forecast.

  • Financial projections update in real-time to show the impact of workforce changes.

By leveraging the Forecast screen, you can plan headcount changes, analyze workforce costs, and ensure accurate financial projections in Agentnoon.