Adding More Detail (Recommended for Reforecasting)

Use Line Item Detail

  • Found under Data Input Tools
  • Add sub-line items (e.g., individual events)

Example: Instead of:

  • “Event Revenue: $50,000”

You can break into:

  • Event A: $15,000
  • Event B: $10,000
  • Event C: $25,000

This provides clarity and better forecasting and accounting accuracy