Change Log – Forecastr

Release Notes 06/10/26

We’ve added a new widget type in the Dashboard: Performance Charts. This widget tracks the actuals performance against a forecasted for multiple metrics in a model. It also includes conditional formatting to help users visualize if you’re hitting or missing their goals.

We’ve added another new widget type in the Dashboard: Trend Analysis. This widget tracks the actuals performance on an individual metric across a timeline and includes a target line at the top of the graph to show the total forecasted goal for the time period.

Users can now select the option to display actuals for the current month on a widget by widget basis. To enable this toggle, the “Display Current Month Actuals in Dashboard by Default” toggle in the Company Settings page must be turned off. This is because that toggle forces all widgets to automatically be pulling in current month actuals.

We’ve improved the UI of the widget selector in the Dashboard, showing a visual of each widget type along with a description for more clarity.

The Bar Chart widget has additional options to allow you to display the forecast and actuals for a number side by side for the current month and then as individual bars for past (actuals) and future (forecast) months.

Users can now select “Actuals by Tag” in a widget, pulling in all tagged actuals from a model into their chart.

We have added additional display options for the Goals widget, allowing users to more customize the visuals of this chart type.

Users can now move Dashboard widgets between sheets by clicking on the three dots in the top right corner of a widget.

In order to make the UX of the Dashboard more consistent, we have added a “grabber” icon on the top left of a widget for clicking and dragging to move the widget.

We have updated the Alerts scheduling section UI to show the context of a user’s specific time zone.

We fixed an issue where the Scenario Compare section was displaying Financial Statement rows in an incorrect order.

Release Notes 05/13/26

Custom Reports

We have added a new type of report builder into Forecastr that allows you to convert graphs, charts, and commentary into a shareable PDF. When building a report from the dashboard you will now have the option to save it as a “frozen dashboard” or a “custom report”. Company Admins now also have the ability to save and share their own reports. Watch the video below for more details.

When first accessing the custom report builder, users will be guided through an on screen tutorial. Look out for more of these guided tutorials in other parts of the app soon!

Email Log

We have added an Email Log section to the Company Details page on the sidebar. This section will give users a log of emails sent out from the application for Alerts and Reports.

Alerts

We have added a new feature to the Analytics section called Alerts. Alerts are email and/or in app reminders that can be triggered off of calculations, model activity, or through scheduled reminders. Watch the video below for more details:

User Access Updates

We have made many UX/UI changes to the User Access system, making it easier for the creation and management of users and user access groups.

A user’s expiration date for their access can now be updated. Previously a user would have to be deleted and added back to change their access expiration date.

Users with Employee/Guest/Investor access can be given the ability to view the Reports section and the What If Analysis section. In the What If Analysis section these users can adjust numbers but they will not be able to save those changes.

Users with Employee/Guest/Investor access can be given the ability to edit scenario constants and add/remove hardcodes from the data table.

Textbox widgets in the Dashboard can now be edited directly inside of the widget instead of by opening the widget’s settings.

We have color coded past months in the model in grey for the forecast row to help separate past months from current and future months.

We have added multiple formatting options in the User Settings page, including European date formatting and number abbreviation preferences.

We have added an option to view the Assumptions and Financials tabs in a blended format, showing Actuals for past months and Forecast for future months.

We have moved the View Settings out of the sidebar to the bottom of a user’s screen, allowing for quick access to adjusting viewable ranges and data in the model.

Scenario Constants can now be grouped together into Folders, similar to the What If Analysis section.

We’ve improved the visibility of the name column in External Sheets, allowing for longer names to be visible in the table.

Release Notes 03/04/26

A new widget, the Goals widget, has been added to the dashboard. This widget tracks a metric’s actuals progress measured against its forecast.

Scenarios can now be locked by Company Admins and above, prohibiting users from editing the data in that scenario but still allowing them to use What If Analysis to build additional scenarios off of any changes.

We have added additional Keyboard Shortcuts. For more details please take a look at this article.

Click and drag functionality has been added to actuals rows.

More Excel/Sheets number formats can properly paste negative numbers into the data table.

Metrics can now be reordered even when some sheets are hidden in the assumptions tab.

Actuals are no longer auto calculated for months in the future.

We have refactored the External Sheets table to have more data table-like functionality (click and drag, frozen first column, etc.).

The data table now has an “Expand All/Collapse All” button in the top left corner.

Custom Sheets now show up in the dropdown in the assumptions tab.

We have removed the sheet links from the sidebar since they are available in the dropdown from the assumptions tab.

Philippine Peso has now been added as a currency option.

We’ve fixed an issue where widget dates and values were not vertically aligned.

We’ve fixed an issue where the child items in the table widget sometimes did not have the same shaded background.

When users open a Report it will now automatically open the commentary.

We’ve added a clarifying note when deleting a parent metric via checkbox so that it warns the user of any child metrics that will also be deleted.

We’ve fixed an issue where the Scenario Issues button to fix a formula was not taking the user to the formula bar.

We’ve fixed an issue where the range() function would break auto calculated actuals.

The Help Center button no longer blocks page links in the launchpad.

We’ve fixed an issue where the undo function, when used on a deleted row, would sometimes cause rows to go blank.

Release Notes 02/04/26

Pie chart widgets now display the chosen date range for the chart at all times.

We’ve now added the option to display Actuals into Forecast for date range table widgets.

Font size of widgets are now larger in their image exports so that the legend is easier to read.

Table widgets now have an “actuals” label on columns referencing the actuals so that the data is more clearly labeled when viewing reports.

We fixed an issue where the text box widget would start juddering in certain instances.

We fixed an issue where dual axis chart widget labels would overlap.

Release Notes 01/06/26

We have added in Undo and Redo in the Assumptions tab. You can now undo/redo most actions inside of the data table. You can undo/redo an action by clicking on the undo/redo button above the formula bar or using Ctrl/Cmd+Z or Ctrl/Cmd+Shift+Z keyboard shortcuts respectively.

We have revamped the Audit Log section. This section can now be opened in the sidebar so that you can still look at the data table as you look through the log. We have also improved the details that are displayed for the changes in the audit log, including a “details” button that dives more in depth on specific changes.

Release Notes 12/11/25

We’ve added individual date selectors to each applicable widget in the dashboard. This allows you to set dates for visuals outside of the main view settings date range.

We’ve added the ability to click and drag your mouse in the data table to select multiple cells at once. This will display summary data of the selected cells and allow users to bulk copy, paste, and delete data.

When multiple cells are selected, users can select “Create Segment” or use the shortcut Cmd/Ctrl + K to quickly create a segment over the selected date range.

Users can now utilize click referencing when building formulas in their models.

We’ve added a new “Reports” section to the Analytics tab. Essentials and Growth package customers will learn more about this section from their analysts early next year.

Dual Y-Axis widgets now allows you to name each axis.

We’ve added color coding to parenthesis in the formula bar to make it easier when building more complex formulas.

We have updated the navigation of the Dashboard tab to match up more with the other tabs. This includes the addition of a sidebar.

We fixed an issue where certain currencies would have incorrect formatting in the data table.

We fixed an issue where certain time zones would have a missing month of actuals in the dashboard widgets.

We’ve changed the display of the “Summary Columns” button to reflect the row’s summary settings (sum, avg, last value, etc.) without the user having to click on the button.

The % Variance formula for Number Callout widgets has been adjusted to match up with variance calculation in the Assumptions and Financials tabs.

We fixed an issue where date constants were no longer able to be referenced in formulas such as if statements.

Release Notes 10/27/25

Company names now display in the browser tab, making it easier for users accessing multiple companies at once.

We’ve added the ability to bulk delete unused company tags, making it easier to quickly clean up the tags in a model.

Admin users can now change their scenario’s “Fiscal Year” settings. If the starting month of a Fiscal Year is set to any date besides January the model will add view options for Fiscal Year and Fiscal Quarter summaries in the data table and Dashboard.

Text boxes have been added as a new widget type in the Dashboard.

Widget descriptions have been added as an option to many of the widget types in the Dashboard.

Combo charts have been added as a new widget type in the dashboard.

Stacked bar charts can now compare forecast vs actuals side by side for the same month.

Users can now choose an option to display the actuals and forecast for a number in the same line/bar. To do this, first select the actuals that you want to reference and then select the “Show Forecast & Actuals” toggle.

Constants are now a searchable “object type” in the Audit Log.

We’ve fixed an issue where parent rows selected in a table widget would now always have the correct ordering of their child rows.

The name column of table widgets are now frozen when scrolling.

We’ve fixed an issue where metrics with blank cells would sometimes have their data show up shifted to the left in table widgets.

The “Add Sheet” button in the Dashboard is now aligned to the left, closer to the sheets themselves.

Users can now compare two different metrics in the countuntil() function.

Comparison table widgets will now save the last selected dates by the user instead of resetting whenever they leave the page.

We’ve fixed an issue where sheets in the assumptions tab would randomly change their ordering.

Bulk cloning and deletion speed has been greatly improved.

We’ve adjusted the way that variance is calculated in table widgets to follow more in line with typical finance practices.

Variance for metrics in table widgets will now match the conditional formatting of their corresponding formatting in the Assumptions and Financials tabs.

We’ve adjusted the way that variance is calculated in number callout widgets to follow more in line with typical finance practices.

Release Notes 08/27/25

Users can now select multiple rows and adjust the tags, formatting, rounding, min/max, summary columns, variance, and auto-calculate actuals settings for multiple rows at the same time.

We’ve added a “Troubleshooting Mode” toggle to the Scenario Issues button. This toggle will locate the specific cells with errors and highlight them in red.

We’ve updated the CSV export tool to export all child rows rather than just the first few levels of categorization.

Users can now download Scenario Comparison graphs/charts as an image.

The Customer Data Storage section has been renamed to “External Sheets”.

We’ve added a scroll to the dashboard sheets selector for instances where a large number of sheets started to cut off other parts of the page.

Release Notes 08/11/25

We’ve added the ability to filter the data table’s metrics based on the tags that they use.

We’ve added the ability to search for metrics by name in the data table.

Users can now copy the values within actuals cells in their model.

The “Scenario Issues” button in the sidebar will now warn users when there are broken references to metrics that have been deleted.

Users can now select actuals to be used in the number callout widget.

Number callout widgets now have the option to display values from months other than the current month.

We’ve added the ability to create custom tables as widgets in the dashboard. Previously users could only select a prebuilt table displaying a financial statement.

We’ve also added some additional display options for table widgets, allowing users to compare data from two periods of time, such as a Forecast vs. Actual report.

Users can now go to their Company Settings page to toggle on the option to display current month actuals in their dashboard widgets (previously the current month’s actuals wouldn’t show up in the dashboard widgets). By default, the current month’s actuals will not be displayed.

We fixed an issue where rows would automatically hide after a page refresh.

We improved the display of row and tag names when searching for them in the formula bar.

We fixed an issue where the data table would overlap rows with one another, especially when actuals were toggled on.

We fixed an issue where templates with metrics in multiple sheets, in some cases, were not creating all metrics.

Users can no longer accidentally paste letters or characters into overrides of a cell, causing the row to break.

We added in guardrails to stop users from creating segments that overlap with each other or go outside of the time range of the metric.

We added a search bar to the widget builders to help users more easily find metrics.

We added a toggle to display both the variance percentage and the comparison value in the number callout widget.

Dashboard widgets now sort the selected metrics/tags/actuals alphabetically to make the displays more consistent across widgets.

We adjusted the bar, line, and area chart widgets to start their display at 0 for more clarity.

We fixed an issue where dashboard widgets were not displaying the last month in the selected view range.

Release Notes 07/01/25

Users can now reorder their scenario constants via click and drag.

Users can now reorder their scenarios in the company settings page.

The view of individual sheets in the assumptions tab can now be toggled on or off by using the view settings in the sidebar. This toggling of section views can be done via the sidebar or the eyeball logo by the section name in the data table.

Added tracking to the audit log feature to show the date at which a scenario was created.

Froze the date row of the integrations page to always be shown while scrolling

Added a horizontal line for 0 in the dashboard graph widgets.

Fixed an issue where an error message would pop up when cloning scenarios

Fixed an issue where an error message would appear when moving sheets in the assumptions tab.

Fixed an issue where the legend/key of widgets would expand beyond the width of the widget.

Added in unit tests to assist in reassuring that newly released code does not affect the calculations engine.

Release Notes 05/08/25

Fixed the issue where users in certain time zones (mainly European ones) had duplicate months, missing months, and issues with start date inputs for segments.

We've added a quick link to the integrations menu via the Company Button in the top right corner.

Released a fix where the accounting integration currency symbol didn't match up with the model's currency.

We've added a new toggle in the view settings called "Cells" which allows you to toggle segments and overrides to always be seen in a model even when you're not clicked into that row.

Release Notes 04/25/25

Significant speed improvements, especially for the load time for larger models.

Added in the repeat() function to repeat a pattern of numbers.

Added in the countuntil() function to build out calculations for metrics such as “runway” or “time to profitability”.

Release Notes 03/12/25

Added in the range() function to reference multiple forecasted cells at once.

Added in two new options for a metric’s summary columns:

First Month - references the first month’s value in a period of time.

Calculate with Formula - uses the metric’s formula to calculate the quarterly/annual value.