Cashflow Snapshots

Snapshots allow you to save a frozen copy of your cashflow projections at a specific point in time, so you can compare it later with updated versions. It’s a key feature for evaluating how your forecasts evolve over time and making decisions based on stored historical data.

What is a snapshot?

A snapshot is a static capture of the projected data at a specific moment. Unlike active projections, which are dynamically updated with new forecasts or transactions, a snapshot freezes the absolute values of each cell so you can revisit how your forecast looked at that point in time.

How to create a snapshot

1. Access the Cashflow module

2. Select an existing projection

3. Click on "snapshots" on the top-rigth button, and after, “Create Snapshot”

4. Enter snapshot details (name and optional description)

5. Save the snapshot

What data is stored in a snapshot?

• Absolute numerical values per cell
• Category and product structure at the time of creation
• Snapshot name, date, and optional description
• Snapshots do not include individual forecasts or transactions.

How to compare a snapshot with an active projection

Comparison is done through the Analytics module, where you can generate a report selecting a snapshot as a reference and comparing it to your current projection. To learn how to do this step-by-step: Compare a snapshot in the Analytics module

If you have any further questions, contact our Customer Experience team or submit a request through this link.