Use this page to make direct entries, or import and forecast into Anaplan

Forecast templates

  1. Select Export Forecast Template by Account to download the template.
  2. Fill the template
  3. Select Import Forecast Template by Account to import the template.
  4. Select Choose File.
  5. Use the dropdown to map the dimension.
  6. Select Import.

GL Import Data 

  1. Use the top dropdowns to select the:
    • Entity 
    • Department
    • Forecast scenario (last dropdown)
  2. Validate the forecast data.

Also see Page options.