What are Actuals?
Actuals represent your historical data. On tables and reports, you will only see finalized Actuals. Every non-finalized month is instead shown as a forecast, based on models for each plan.
Every row can have a different type of Actual (even within the same table), the three types are:
- Manual: are values that are manually inputted by you on a monthly basis.
- Source: are values that are synced to an external service such as QuickBooks Online or Xero.
- Formula: are values that are automatically calculated based on a function of other values in your Tables.
Adding New Actuals
You can start the process of manually adding new Actuals by clicking the
Add Actuals button in the upper right corner of the
Console page. Only one user per project can begin the Actuals process at time.
Select months to finalize
First, you will be asked to select the months of Actuals that will be added. Only Actuals for months between your Project start month and the current month can be finalized.
Either enter the number of months or select an end date to continue.
Enter Actual Values
Now the process runs you through each table in your project to enter and verify the actual values. During this process you can:
- Enter manual actual values
- Verify source row values
- Import data from a
As you verify each table's values, we will automatically save your progress so you can return later. You can also click
Finish Later to manually save your progress and end editing.
Once you have verified all of your tables, you will be shown a
Finalize button to complete the process. Click
Finalize to save your new actual values and begin using them to forecast.
Editing Existing Actuals
You can still make changes to your finalized months. To do so, from the Console page, select the dropdown arrow on the
Resume Actuals button and click
The process for Editing Actuals is very similar to Adding New Actuals. You can enter manual values, verify source values, and import values from a
.csv file. The main difference here is that your values will be updated for each table rather than updating and finalizing all tables at the end.
Import Values from .csv
Import button while verifying Actuals to quickly import many values from a
Download sample csv to get a template csv file for your selected months and manual rows.
.csv files in 2 different formats:
Row Name, Jan 2020, Feb 2020
Row 1, 100, 200
Row Name, Month, Value
Row 1, Jan 2020, 100
Row 1, Feb 2020, 200
After uploading a file, we will to automatch your column names to their type. At the very minimum, each csv file must have names, values, and months. If we are unable to match a column name to a type, you will be able to do so manually.
You are able to Skip both columns and rows in your
.csv file if needed.
While importing we will validate your data for correctness. If we find anything, we will walk you through correcting the values before the data is imported.