Did you Know? - Using Adjustments in Microsoft Forecaster

Today, I wanted to spend some time talking about Adjustments in Microsoft Forecaster. This feature often comes up in discussions with customers as something they are not aware of or are unsure how to use.

 Adjustments allow for quick and easy updates at the posting or summary level. This is extremely powerful if you need to increase Total Sales for a specific division. The adjustment will increase sales proportionally based on the current amounts.

 

For example:

Total Sales - $100,000 with a 15% adjustment

 

Department	Current Amount	New Amount
100	30,000	34,500
200	20,000	23,000
300	50,000	57,500
Sum	100,000	115,000

 

As I mentioned previously, adjustments can be used for summary or posting level data. This means you can update Net Income for a specific department, or update an individual account for a division of the company. You also have flexibility to select if an update should occur for a single period, or multiple periods in the budget.

Common scenarios where this feature is helpful:

• Creating a Forecast from an accepted budget
• What-If Scenarios to analyze significant changes to revenue, fees, or other drivers
• Adjustments to an in-progress budget with unexpected increases in expenses that need to be shared across the company

You can find Adjustments under Setup | Budgets | Adjustments.