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Plans

Plans represent scenarios for your forecasts. Every plan on your account shares the same tables, rows, actuals, and formulas.

What differentiates plans are models (and consequently, forecast values).

Create Plan

To create a plan, select "New Plan" at the top right of your tables and add a name to it.

Rename Plan

To rename a plan, open the plan dropdown on a table, click "..." to the right side of the selected plan and select "Rename Plan".

Delete Plan

To delete a plan, open the plan dropdown on a table, click "..." to the right side of the selected plan and select "Delete Plan".