Orientation & Navigation
Navigating the Forecast interface and tools
Accessing Forecast
From Main Org or any scenario: click the module dropdown at the top > select Forecast. Configuration (aggregator, time period, etc.) is retained when you switch between contexts.
Interface Layout
Top bar (left to right):
Row Aggregator dropdown — How to group data (Department, Location, Employee Type, Pay Grade, custom fields, or People for individual rows)
Headcount/Cost toggle — Switch metric
Monetary Fields — Add Bonus, Stock, Allowances alongside Salary
Filter button — Narrow to a subset
Search button — Find specific positions or employees
Time Period dropdown — Monthly, Quarterly, or Yearly
Year selector — Which year to display (Monthly/Quarterly only)
Export button — CSV download
Forecast table — Rows = aggregator groups, Columns = time periods, Values = headcount or cost.
Key Controls
Row Aggregator — Department for budget planning, Location for geographic analysis, Pay Grade for compensation analysis, People for individual review, any custom field for business unit or cost center views.
Headcount vs. Cost — Headcount = count of positions per period (a 2026 hire persists into 2027 unless terminated). Cost = salary ÷ 12 per month, ÷ 4 per quarter, full year for yearly view.
Time periods:
Monthly — Precise timing for when hires start or changes take effect; annual salary divided by 12
Quarterly — Standard for budget planning and board reporting
Yearly — Shows up to 5 years; annual cost per year; best for multi-year strategic planning
Before / After / Changes (scenarios only):
Show Before — Main Org baseline
Show After — Scenario final state
Show Changes — Delta between before and after (+/- per row)
Common Navigation Workflows
Quarterly budget review — Aggregator = Department > Quarterly > Cost > Salary + Bonus > Export CSV.
Hiring plan tracking — Aggregator = Department > Monthly > Headcount > Show Changes (in scenario) > see which months headcount grows.
Multi-year planning — Aggregator = Department > Yearly (see all 5 years) > Cost > Export for executive presentation.
Geographic cost analysis — Aggregator = Location or Country > Yearly > Cost.
Troubleshooting
Future months show zero headcount
Positions need hire dates to appear in future periods
Costs don't match expectations
Check monthly ÷ 12; verify all monetary fields are selected
Filters not working
Check if existing filters are active; clear all and start fresh
Before/After/Changes options missing
Only available in scenarios, not Main Org
Export missing data
Check active filters; verify correct time period is selected
Related Resources
Forecast Reports & Exports
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