📊Scenario Forecast
Viewing forecast projections within scenarios
Scenario Forecast shows time-phased projections of your planned changes — when they take effect, headcount and cost over time, and before/after comparisons.
Accessing
Open any scenario > click the view dropdown > select Forecast.
Configuration
Row aggregator — Department, Location, Country, Employee Type, Manager, Job Title, or any custom field
Metric — Headcount (count of positions) or Cost (monetary projection)
Monetary fields (cost view) — Select which compensation components to include: Salary, Bonuses, Allowances, Stock, Benefits, custom fields
Time period — Monthly (detailed hiring plans), Quarterly (most common for planning and reporting), Yearly (multi-year strategy, shows up to 5 years)
Before / After / Changes toggle:
Show Before — Main Org baseline extended over time
Show After — All scenario changes applied; view full proposed state
Show Changes — Delta only (+ and −); most useful for communicating impact
How Effective Dates Work in Forecast
When you change a position's department with an effective date of July 1, 2026:
Through Q2 — the position appears in its original department
From Q3 onward — the position appears in its new department
Without an effective date, changes are treated as immediate — the position appears in the new state for all time periods.
Example (Show After, Quarterly):
Network Ops
25
25
20
20
Ops & Logistics
30
30
35
35
5 positions moved in Q3.
Common Use Cases
Phased hiring plan — Add positions with hire dates across Q1–Q4 > Monthly/Quarterly > Headcount > Show Changes → see exactly when each hire hits headcount and cost.
Phased reorg — Assign different effective dates to different teams > Quarterly > Show Changes → see the gradual transition by department.
Budget impact — Make changes (promotions, hires, closures) > Cost view > Salary + Bonus > Show Changes → quarterly cost delta per department.
Scenario comparison — View Scenario A in Forecast (note projections) > open Scenario B > compare timing and magnitude.
FAQ
Can different positions in the same scenario have different effective dates? Yes — each position can have its own effective date
What's the difference between Hire dates vs. effective dates?
Use hire dates for new positions being filled; use effective dates for changes to existing positions (reorganizations, transfers, attribute changes).
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