What’s new

Welcome to Version 2023.1 of Axiom Rolling Forecasting!

Enhancements in this release include the following:

Enhanced integration with Axiom Financial Planning

New integration and data transfer features offer significant improvements to the transfer of data between Axiom Rolling Forecasting and Axiom Financial Planning. These features reduce processing time, eliminate disruption to non-integration reporting assets, and reduce manual entry requirements needed to transfer data used in long-term planning.

Other enhancements

  • Update Global Data utility – The Update Global Data utility now automatically receives actual data from the Global Data driver. This new functionality pulls actual values into global data records, which reduces or eliminates the need to manually enter data. For more information on using the Global Data driver, see Configure the Global Data driver.

  • Actual Compared to Prior Forecast Income Statement report – You can review actual data even if there is no corresponding forecast data. You can also review forecast data even if no corresponding actual data is present. For information about the report, see Compare actuals to prior forecasts.

  • Salary Calc Method adjustments to actual months – This release delivers the following updates:

    • The Fixed Salary adjustment row now allows manual entry for all current quarter periods.

    • Two interim rows were added to account for the adjustments in actual periods.

    • In actual periods, the Adjusted Total row is now referenced in the Average Hourly Rate calculation.

  • Balance Sheet and Cash Flow calculator – Added Year-To-Date (YTD) income statement element columns on the SupportingData, Forecast, and Statements tabs to calculate and reference the YTD Excess of Revenue Over Expenses beginning balance value for the current year on the Forecast tab, which seeds the data on the Statements tab. For more information on the calculator, see About the Balance Sheet and Cash Flow calculator.​