AI-Powered Custom Scenarios
Custom Scenarios allow users to modify forecasts using natural language instructions.
Examples:
- Delay ABC Corp payments by 4 weeks
- Reduce marketing spend by 15%
- Add a hiring placeholder under payroll for $10,000
- Move $25,000 from Week 3 to Week 6
The AI engine identifies:
- Impacted group members
- Forecast adjustments
- Highlights modified cells after the scenario application
Before applying changes, the system may ask for confirmation if clarification is required.
Best Practices
Use clear business language.
Examples:
✓ Delay payroll by 1 week
✓ Reduce software expenses by 10%
✓ Add one-time marketing spend of $15,000 in Week 8
Avoid vague instructions such as:
✗ Improve cash position
✗ Make forecast more conservative
Applied Scenarios & History
The Applied tab provides a history of all scenarios applied. The history includes both Applied standard and custom scenarios
Users can review historical actions and understand how the forecast evolved.