Forecasts & Budgets

Import monthly forecasts and budget data for your channels, to enable use of the Performance v Forecasts report within the Cubed Platform. Forecasted metrics include revenue, sales and traffic.

To get started, please follow the steps below.

Importing Forecasts and Budgets

To upload your monthly forecasts and budgets, please visit Forecasts and Budgets via Account Configuration within the Cubed platform. It is important to use the defined CSV structure for the import. A Goal must be selected, and should be the goal associated with the forecasts and budgets inserted. Please also choose the channel associated with the import. If you are importing forecasts and budgets for multiple channels, you will be required to import a file per channel.

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The Forecasts and Budgets Importer CSV template consists of several fields. The Date field is the only mandatory field, Budget and Forecasts fields can be left blank if not applicable.

Field Description
Date The monthly date for the forecasts and budgets. We recommend setting the date as the 1st of the month. Please assure dates are set in format YYYY-MM-DD, for example 2022-03-01.
Budget The monthly budget for the channel and goal selected. Budgets should be numeric, and currency symbols are not required.
Forecasted_Revenue The monthly forecasted revenue for the channel and goal selected. Forecasted revenue should be numeric, and currency symbols are not required.
Forecasted_Sales The monthly forecasted sales/conversions for the channel and goal selected. Forecasted sales should be numeric.
Forecasted_Traffic The monthly forecasted traffic for the channel and goal selected. Forecasted traffic should be numeric.

Summary

Once the file has been imported successfully, the forecasts and budget metrics will feed into our Cubed reports overnight, and reporting should be available the next day. For reporting, please visit the Performance vs Forecasts Report under Forecasts within the Cubed Platform.