Module 5 · Plan and forecast

Module quiz

12 items drawn at random from a bank of 12 · pass mark 75% · unlimited retakes

1. A colleague adds up the monthly figures, gets slightly less than the year total, and reports a bug. What do you tell them?

They are right — raise itA month is missing from the viewThe exact yearly value is shown; rounded monthly values need not add to itThe KPI aggregation is wrong

2. Three rows here carry different Formula symbols. What is the symbol telling a planner?

Which team owns the KPIWhether the KPI is validatedWhich currency it usesHow the months roll into the year, and therefore how to plan the row

3. You are planning MRR, which carries **last**. What are you setting?

The figure you intend to end each month onA total to be divided across the monthsAn average for the yearA growth percentage only

4. Which two columns tell you what a forecast learned from and what it covers?

Forecast source and AuthorForecast method and ActiveTimeframe actuals and Timeframe forecastForecast name and Action

5. A forecast built during an unusually strong quarter is projecting growth nobody believes. What went wrong?

The forecast range is too longThe method should have been Manual InputThe statement tab is wrongIts actuals range covers the unusual quarter, so it carries that quarter forward

6. You need to load next year's budget for the Revenue categories only. What do you set before downloading the template?

Nothing — the template is always the sameThe KPI category filter and the From and To yearsThe forecast methodDisplayed level

7. A colleague uploads a plan and the status reads *Successful upload, contains warnings*. They move on. What have they risked?

Nothing — warnings can always be ignoredThe whole upload will automatically be rolled backThey have not verified the resulting values in Planning or investigated the reported issuesThe file will upload again automatically

8. A new row is added to the P&L structure. What happens in Financial Planning?

Nothing — planning keeps its own structureThe row appears there too, because both use the same statementThe plan has to be rebuiltThe row appears only after the next upload

9. This is Financial Planning. Which control tells you it works a year at a time rather than over a range?

Displayed levelThe grouping dropdownThe date control, which takes a single yearUpdate values

10. Someone makes a different forecast Active. What do readers of the P&L see?

A notice explaining the changeNothing until they refresh their sessionBoth forecasts, side by sideDifferent figures in the forecast comparison, with no warning

11. This list holds ten forecasts and one is marked Active. What does the mark mean?

It was created most recentlyIt is locked against editingIt is the one every forecast comparison in the platform usesIt is shared with external users

12. You want a forecast that starts from the agreed budget rather than from what has happened. Which method?

Linear regressionPrefill with planningLinear progressionExcel Upload