VIDEO: Creating a 3-Way Forecast (16:38)

This short training video works through the key steps to building a simple castaway forecast. It also covers many important techniques to help you get the most out of working with Castaway.

 

Castaway concepts 

  • The Castaway Life Cycle (0:30)
  • The Forecast Designer (3:20)
  • Basic data entry techniques (7:20)
  • Copying data from spreadsheet (7:51)
  • Element formulas (11:44)
  • Saving the forecast file (14:45)
  • Introduction to key reports (14:55)

Building the Castaway forecast 

  • Create the forecast file (1:43)
  • Build the Chart of Accounts (3:16)
  • Tailor element properties and adding forecast data (4:51)
  • Using Driver elements (10:06)

Element types 

  • Equity (5:12)
  • Fixed Asset (6:02)
  • Costs (7:16)
  • Wages (8:33)
  • Drivers (10:53)
  • Sales (11:43)
  • Inventory (12:49)
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