Financial workflow
Forecast variance
Display is demonstrable; planning mutation needs more realization.
What this helps you do
From the financial question to a clear next move.
- The problem
- Forecast explanations are overwritten before actuals and accounting decisions settle.
- When it matters
- Forecast refresh, board cycle, or material variance.
- What TallyUp does
- Compare accepted actuals and named assumptions in one context; separate price, volume, timing, scope, and judgment.
- What it looks at
- Accepted actuals, assumptions, evidence, owner, versions, accounting disposition, and unresolved blockers.
- What you decide
- Accept an explanation, revise a named assumption, or retain uncertainty.
- What improves
- Explained material variance; error; explanation age; owned revisions; refresh time.
- A fair question
- Our planning tool has variance charts. Charts do not preserve the accepted fact, assumption, or unresolved blocker.
Fictional example—not a customer
Aster Works, Inc.
These example values show how the workflow behaves without implying a customer result.
- What happened
- The 13-week cash forecast is $96,000 unfavorable.
- What needs attention
- Collections timing and hiring pace explain most, while revenue evidence remains open.
- What supports the review
- Accepted actuals, assumptions, evidence, owner, versions, accounting disposition, and unresolved blockers.
- What the person decides
- FP&A prepares the explanation; finance retains acceptance and mutation authority.
- What happens next
- The variance view is useful, but no plan is changed from the public demo.
Forecast variance
Consolidated groupCurrent period
Forecast movement
+$118k
Price and timing explain 82%Now2 weeks4 weeks6 weeks
Records behind the answer
See what should agree.
Operating actualsConnectedForecast assumptionsConnectedDecision historyConnected
Accepted actuals and forecast assumptions compare on the same entity, basis, currency, and period.
Who owns the next step
FP&A
Owns the answer and the next handoff.
PrepareReviewDecide
What happens next
Open variance bridge
Actual and expected movements are separated into timing, volume, price, scope, and judgment.
Explore this workflowPositionEvidenceOwner
More financial work
Forecast variance
See this financial work in TallyUp.
Choose the financial question you want to see. We will shape the walkthrough around that work and the people responsible for it.