Model a reforecast alongside the base budget and compare outcomes.
Reforecasting in Excel means copying the model and changing assumptions by hand. Datarails supports scenarios so you can model a reforecast — for example a change in renewal volumes — alongside the base budget and compare outcomes.
You use this workflow when you need to test the impact of assumption changes before committing to a new plan.
Roll the refreshed model into a concise monthly leadership summary.
Assemble the MIS pack once so it refreshes each month instead of being rebuilt.
Draft management commentary on the variances with FP&A Genius, then refine it.
Duplicate the base budget as a new scenario in Datarails.
Adjust the key assumptions — renewal volume, package mix, headcount.
Recalculate the scenario to see the impact on revenue and margin.
Compare the scenario against the base budget side by side.
Save the scenario and note the assumptions for the management discussion.
Suppose you want to model a change in renewal volume and package mix. 1. Duplicate the base budget as a new scenario (e.g., **Reforecast [Period]**). 2. In the new scenario, adjust the renewal volume assumption. 3. Adjust the package mix assumption. 4. Recalculate the scenario. 5. Compare the scenario against the base budget to see the impact on revenue and margin. 6. Save the scenario and document the assumptions you changed.
Create a scenario from the base budget, adjust renewal volume and package mix, recalculate, and compare the reforecast against budget side by side to show the impact on revenue and margin.
Consolidate revenue from Salesforce, SAP, and Excel into one model without manual merging.
Build the variance report once so it refreshes automatically each period.