What’s new

Welcome to Version 2021.3 of Axiom Rolling Forecasting!

Enhancements in this release include the following:

New on-demand multi-pass file processing for the Deductions Calculator

Process the Deductions Calculator automatically using multi-pass whenever you need to. Instead of waiting to complete all plan file processes before processing the Deductions Calculator or opening the calculator and calculating one file group at a time, you can process automatically using the new Scheduler job RF Deductions Model - File Processing. This feature saves processing time and makes it easier for you to get a sense of net revenue earlier in the forecasting process because you can process on demand.

Deductions Calculator setup changes

In bringing new functionality to the Deductions Calculator, we have made some necessary changes to the set up process. This new method requires that you reconfigure the calculator using the RF Deductions Setup utility before using the calculator for the first time after installing Axiom Rolling Forecasting 2021.3. Reconfiguring the calculator will help ensure that no invalid data is produced. In the configuration utility, we have replaced RFPlanGroups with RF Deductions Groups.

New No Forecast calc method

If you have legacy RF Codes that have history and you want to include those codes in your forecast reports but without calculating them, you can assign them the No Forecast calc method.

New alternative Volume calc method

The Per Unit Volume calc method provides an alternative way to calculate volume that eliminates the risk of unintended exponential growth in volume calculations. Instead of calculating on a change in a percentage of the whole, the new calc method is based on unit rates.

Miscellaneous report updates:

  • EBIDA Summary report – A new dimension setup requirement: For the a given month or quarter of actuals, in order for the Margin amount and EBIDA % amount to match the amounts in the corresponding month or quarter in the plan file Summary worksheet, the fields in the ForecastStdLine column of the RFCODE data table must contain a calc method instead of “NA.” For details, see Set up dimensions for current-year forecasting.

  • Target Variance report – Three new updates:

    • We reorganized the Target Variance report, giving it a cleaner layout so that it is easier to review; it is now similar to the Consolidated Summary report.

    • We have added a non operational revenue section to the end of the report.

    • If multiple codes are used for a report section, a down caret icon () displays to the left of the row title. To expand the hidden row, double-click the caret.

  • Manager Dashboard –

    • The Executive Overview tab does not display data if there is no prior forecast period to compare current data to, and if the Data Display Options setting in the Rolling Forecasting Manager Dashboard Settings utility is set to Period instead of YTD data. If there are fewer than two forecast periods that contain data (includes the current period), then the following message displays: “This dashboard will become active when you have at least two periods of data to compare.”

    • In the Executive Overview tab, when the subtab Data Display Options for Totals or Per Unit Data setting is set to Per Unit, the historical analytics data is not available on any of the KPI cards. When the Totals or Per Unit Data setting is set to Totals, historical analytic data is available from all KPI cards except the Summary tab’s Net Income Over Expenses card and the Labor Overview tab’s Paid Hours per Unit card.

Other updates:

  • RFCODE dimension table –The table columns have been reordered. The new order is:

    • RFCODE, Description, Statement, Type, FSSummary, RFMap, RFType, RFSum, KHABgtCode, ForecastSTDLine, InitStdLine, FPCode, RFStdLine, RFInitStdLine, FSPayor