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Documentation Index

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Forecast Details is the tabbed detail view for a single rolling forecast record, showing forecast lines, actual vs. forecast comparisons, and version history. Route: /fa/rolling-forecasts/:id.

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Overview

The Forecast Details page is accessible at /fa/rolling-forecasts/:id and requires permission fa.rolling_forecasts.view. The component (RollingForecastDetailPage) fetches the forecast via useRollingForecast(id, organizationId) and lines via useRollingForecastLines. It renders a tabbed interface (tab state via ?tab= search param, default lines):
  • Lines tab: ForecastLineEditor for period-level forecast entries
  • vs. Actual tab: ForecastVsActualTable comparing forecast to actual
  • History tab: ForecastVersionHistory showing version audit trail
Action buttons for Activate (sets status to active) and Archive (sets status to archived) via useUpdateForecastStatus. A ForecastStatusBadge shows the current status. The breadcrumb displays forecast_name.

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Who it’s for

Requires permission fa.rolling_forecasts.view.

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Before you start

  • You must have fa.rolling_forecasts.view permission.
  • The rolling forecast must exist; navigate to it via the Budgeting Hub (/fa/budgeting?tab=forecasts).

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Steps

  1. Navigate to the Budgeting Hub (/fa/budgeting?tab=forecasts) and open a rolling forecast.
  2. On the Lines tab, review or edit period-level forecast entries in ForecastLineEditor.
  3. On the vs. Actual tab, compare forecast to actual figures in ForecastVsActualTable.
  4. On the History tab, review version history in ForecastVersionHistory.
  5. Use Activate or Archive buttons to change the forecast status.
  6. Click Edit to navigate to /fa/rolling-forecasts/:id/edit.

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Key concepts

ConceptDescription
ForecastLineEditorComponent for managing period-level forecast line entries
ForecastVsActualTableComparison table of forecast vs. actual figures
ForecastVersionHistoryAudit trail of forecast version changes
ForecastStatusBadgeVisual indicator of the forecast status
useUpdateForecastStatusMutation for activating or archiving a forecast

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/RollingForecastDetailPage.tsx