This is a favorite dynamic rolling forecast technique. We use it in FP&A for capturing trailing months and future months of financial data. You’ve probably never seen this done.

Why is it important to be able to select historical data?

Budgets, forecasts, and projections commonly reference past performance, run-rates, averages, and seasonality. We leverage that track record.

Rather than create manual formulas you have to constantly update or ranges that you have to constantly adjust, this technique allows prior months to be dynamically captured.

Why is it important to be able to select future data?

While accounting is frequently concerned with the past, finance is often focused on the future.

Financial planning & analysis requires assessing anticipated operational performance and positioning the business.

Flexibility, time savings, and error elimination are key

While most people spend hours and days updating their data and formulas, I don’t like to waste time. You shouldn’t either.

Watch the walkthrough video. 👆