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LEARN ESTATEMASTER DM / SAMPLE LESSON

Explain where the forecast went.

See how reforecasting modes respond to the same actual.

Begin the lesson
One actual. Three forecast rules.
MODEP1 / ACTUALP2P3P4
A
£30k
£70k
£70k
£70k
Total £240k
S
£30k
£90k
£60k
£60k
Total £240k
N
£30k
£60k
£60k
£60k
Total £210k

A Automatic · S Single · N No Reforecasting

EstateMaster DM / documented Reforecast Mode behaviour.

01
THE IDEA TO UNDERSTAND

I entered an actual. The forecast moved.

A £240,000 line is spread over four periods at £60,000 per period. The first actual is £30,000.

HOW IT WORKS

Check the line’s Reforecast Mode first. Automatic (A) mode redistributes the remaining balance across the remaining defined periods. Single (S) mode moves the difference into the next period. No Reforecasting (N) leaves the other future periods unchanged. Manual is not a freeze switch: it disables the input assumptions and resets the cash flow for manual entry.

The method you will practise

  1. Read the current mode before changing anything.
  2. Compare the actual, the remaining forecast and the total for that same cost line.
  3. Choose the treatment that matches the forecast decision. Do not select Manual merely to stop a redistribution.

EstateMaster DM / documented Reforecast Mode behaviour.

02
THINK IT THROUGH

Does the lower actual necessarily reduce the final forecast total?

Choose what you expect. The feedback will help you test your starting idea.

03
YOUR TURN

Change the reforecasting mode

Compare the cases below. Notice what changes, then read the explanation of why.

WHY THIS HAPPENS

Original simplified illustration of a single evenly spread line, with no other overrides. Manual is omitted because you must enter its cash flow yourself.

04
CHECK WHAT YOU UNDERSTAND

A colleague suggests Manual to “freeze the forecast”. What do you explain?

Choose your next action
Give me a hint

Read the current mode before changing anything.

05
TAKE THE SKILL INTO YOUR WORK

Now try it in your software.

Read the mode on one cost line. Compare actuals, future periods and the total together. These examples assume an evenly spread line and no other overrides.

WHAT YOU SHOULD BE ABLE TO EXPLAIN

You can tell whether the movement is the configured forecast rule, rather than a data-entry error.

Need help with your own example?

The Companion is where you ask about the task on your screen. Include your software version, what you changed and the result you expected.

Read this module’s Companion example

This sample checks your reasoning here. It cannot inspect or certify your work in another application.