RunSmart automatically generates financial forecasts based on your historical business data. However, you can also customize certain forecasts to reflect your own assumptions, business plans, and expected changes.
To help you quickly identify which sections allow forecast modifications, RunSmart displays a pencil/pen style icon next to editable sections in the left sidebar menu.
Which Sections Allow Forecast Editing?
You'll see the pencil icon next to these sections:
Profit & Loss: Modify automatically generated financial forecasts.
Sales Breakdown: Adjust revenue forecasts based on your sales expectations.
Workforce Planner: Plan and adjust future workforce costs.
Marketing Budget Planner: Customize planned marketing expenses.
What If a Section Doesn't Have a Pencil Icon?
If a sidebar menu item doesn't display the pencil icon, it means that section does not offer the ability to modify forecasts.
These sections are primarily designed for viewing and analyzing financial performance, exploring insights, or reviewing the forecasts generated by RunSmart.
Remember: The pencil icon is your visual guide to finding the areas of RunSmart where you can customize your forecasts without having to search through every section.