Plan Initiatives on a monthly basis

You can forecast plan file Initiatives on a monthly basis for the current and next quarter, allowing you to set more specific goals for initiatives.

The same monthly columns available for the current and next quarters in the Forecast tab are also available in the plan file Initiatives tab. Data entered into each month in a quarter is totaled for each row and displayed in a quarter rollup column, as shown in the following example.

NOTE: The option to enter the current and next quarters by month is controlled in the Workbook Visibility driver located in the Drivers utility. You must have the Rolling Forecast Global Driver Management role to make changes to this driver. For more information, see Configure plan file visibility.

For more information, see Build a Group initiative.