Financial forecasts

Last modified: 2026-10-12

Manage forecasts to track the progress of your assets according to your financial models.

Connection between financial models and forecasts

A financial model is some sort of a basic framework for the financial forecasts you create at the asset levels. The financial model does not contain any specific values, but only variables and placeholder parameters. The real data – which is individually different depending on your asset – is only entered later when you create a financial forecast based on the model. This eliminates the need for multiple spreadsheets for each asset.

The basic workflow for financial models, financial forecasts, and the comparison with the actual cashflow is as follows: The basis of every financial model are general parameter variables, such as site size, or income tax rate. With these parameters, you build calculations. The results of these calculations are assigned to different categories. When using a financial model for an asset’s forecast you enter actual values for the respective parameters, so that the calculations also result in actual forecast values which you can compare with actual cashflow values in the different categories. See image below.

About financial forecasts

• You can apply financial forecasts to each asset level separately.

• At each level, the desired forecast model must be active. See also Manage an existing financial forecast.

Views of the financial forecasts domain

Enter the financial forecasts domain in platform view, by selecting the dedicated domain tab for Forecasts at every asset level.

The domain is divided into two tabs:

• Manage tab: Manage individual financial forecasts and enter different views.

• Compare tab: Compare multiple forecasts with each other.

Views in the Manage tab

Display your financial forecasts in three different views: overview, quick view, and detailed view.

Overview

In the overview, you see a list of all financial forecasts divided into the Active financial forecast and possibly multiple Inactive financial forecasts. There can only be one active financial forecast per asset level.

Quick view

Select a financial forecast to display a quick view of its details in a side panel with reduced information. When a forecast is completed, the following key performance indicators (KPIs) are calculated and displayed:

• Total investment costs

• Total running costs

• Break-even date

• Total return on investment (ROI)

• Internal rate of return (IRR)

• Net present value (NPV)

Detailed view

Select Go to detailed view in the quick view to open the financial forecast’s details on a separate page. There, you also see the parameters of the general financial model and their specific values for the selected financial forecast in the area Model parameters. A Checkmark indicates that you already entered a value for a parameter. A Clock indicates that some values are missing in that input group.

Compare tab

See Compare financial forecasts

Monitor financial forecasts on the dashboard

To help you work efficiently, financial forecasts are evaluated in the following widgets on the dashboard:

• Consolidated financial performance

• Profit/loss overview

Last updated: November 04, 2026