See the transaction and increment history of a forecast

Create a new report

• Go to the Reports section.

• Click on Create a new report.

• Name the report (e.g. Increments).

• Save.

Add a “Forecast Change” metric

• Open the Design Editor.

• Click on Add Measure.

• Select the measure Forecast Change.

• Choose between:

  Daily Forecast Change

  Monthly Forecast Change

• Select the forecast type (e.g. Base Forecast).

• Pick how to display: Units or Dollars.

  

Choose the analysis period

You can set the analysis horizon, for example the next 12 periods, the next 3, etc.
In our example, we'll only look at transactions and increments impacting the August 2025 period.

Set the time range for entering transactions

This step is all about choosing a freeze tag range, from a starting point to an end point, so you can view increments made during that interval.

• It's normal if you don't get the full total for the period.

• The Monthly Forecast measure only returns the sum of the increments entered between the starting freeze tag (point 1) and the ending one (point 2).

• Increments or transactions recorded before the start freeze tag aren't included.

Setup steps

1. Choose the freeze tag to start

   • For example from a 2021 tag

   

2. Choose freeze tag to finish:

   • Either a specific tag,

   • Or the current forecast (Current).

   

Add dimensions

Add the Transaction ID.

Show:

• Creation date,

• Creation time,

• The person who made the transaction,

• The entered comment (if any).

Optional : Add clients (Customer) and products (TSU Code).

View results

Apply filters.

The report shows:

The list of all transactions that impacted the time interval,

The sum of increments (Units or Dollars),

Breakdown by customer/product.

Example: a transaction of +5% on all products can generate thousands of increments.

Understanding the data

Each transaction = a set of increments.

The forecast is the sum of all transactions from the beginning up to the chosen moment.

You can analyze: A single period (e.g. August 2025), or the difference between two tags (e.g. last freeze* vs Current)