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Best Practices in Rolling Forecasts

July 16, 2015

Everyone wants a crystal ball to be able to peer into the future

Any strategy relies on assumptions. And assumptions come from a forecast. "How many orders in the next twelve months?" How will changes in this line item affect results in that one?" "What will things look like in a quarter? Two quarters? A year?"

The best route to precise forecasting is, hands down, the rolling forecast. This white paper discusses the ten best practices for creating a strong rolling forecast, including how to construct it, how to connect it with both strategy and operations, and how to use it as a powerful planning and management tool.

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