Business forecast: a tour

A tour of Business forecast in Arkon One: What is likely to be invoiced and collected, from your pipeline, schedule and invoices. and the controls you will use most.

The steps, written out

1. Open Business forecast from the Billing and Finance section of the left menu.
2. Read the summary tiles at the top: Expected revenue, Cash in (forecast), Closing balance, Overdue invoices.
3. Read each row: 2026-11, 2026-12, 2027-01, 2027-02, 2027-03, 2027-04.
4. Switch to the Cautious tab.
5. Switch to the Expected tab.
6. Switch to the Optimistic tab.
7. Use Export to download the list as a spreadsheet or PDF.
8. Review the Revenue and cash by month section.
9. Review the Month by month section.
10. Review the Assumptions section.