Where do I populate Actuals?

Your Actual Results are easily entered into the Other Metrics sheet (for customer numbers etc) and the P&L sheet (for all your high level revenues and costs). The cash sheet has a single row for you bank balance. The balance sheet is only for forecasts so you can ignore that.

In each sheet scroll down to see the Actuals section, then scroll right to the blue Monthly Results.

(Example of where to populate your Actuals in the P&L)

You’ll input your Actuals in the blue section where the background has turned white. This happens at the end of every month, and shows you which cells are now expecting your actual results.

Once you have entered actuals, the model will do two things:

  1. Total rows below the values entered will go green if these are better than your Forecast values, or orange if worse (e.g. higher revenues, or lower costs will be green).
  2. Generate the Forecast vs. Actuals differences in the Summary Dashboard Sheet. This will happen for every month in the monthly table, but only once the year is over in the Annual table.

Where do I populate Actuals?

Your Actual Results are easily entered into the Other Metrics sheet (for customer numbers etc) and the P&L sheet (for all your high level revenues and costs). The cash sheet has a single row for you bank balance. The balance sheet is only for forecasts so you can ignore that.

In each sheet scroll down to see the Actuals section, then scroll right to the blue Monthly Results.

(Example of where to populate your Actuals in the P&L)

You’ll input your Actuals in the blue section where the background has turned white. This happens at the end of every month, and shows you which cells are now expecting your actual results.

Once you have entered actuals, the model will do two things:

  1. Total rows below the values entered will go green if these are better than your Forecast values, or orange if worse (e.g. higher revenues, or lower costs will be green).
  2. Generate the Forecast vs. Actuals differences in the Summary Dashboard Sheet. This will happen for every month in the monthly table, but only once the year is over in the Annual table.

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