Forecasting · FP&A · 2026-07-27

Versioned forecasts versus a single saved spreadsheet

Why version history, scenario branches, and import context make finance review conversations more coherent.

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Preserve the baseline

A saved version gives the team a stable point of reference while the next case is explored.

Keep scenarios connected

Scenario branches retain their relationship to the forecast they came from, rather than becoming disconnected files.

Show the source handoff

Import history gives actuals a place in the story before they become an assumption in the next forecast.

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Build a review path your team can explain.

See the live workflow, published plans, and available CSV / Excel imports.