Notes for November 10, 2021

Monarch

Top Down Forecast Updates

Reporting

• The following columns have been added to the Top Down Forecast Report: Forecast, $ Diff TD FC / FC, % Diff TD FC / FC
• The Top Down Forecast Report can now handle a "change since," allowing you to compare a historical date Top Down Forecast to today's value

Entry Screen

• When Revenue Type is part of the TD FC, you will see a Revenue Type Group total for the Outlet and Office when you click into any field to edit the dollar value. As you make changes, the total updates in real time.
• Last Update Date and Last Updated By have been added to the entry screen when you click into any field to edit the dollar value. As you make changes, the values update in real time.
• Filters for Outlet and Office have been added. If you are also required to use the Revenue Type during your Top Down Forecasting, you will have those filters as well.