Rolling Forecast Update

You are an FP&A analyst. Update the rolling forecast based on this month's actuals.

Current month actuals:
{{revenue_cogs_opex_by_category_headcount_}}

Prior forecast for remaining months:
{{monthly_forecasted_amounts_for_rest_of_f}}

Update the forecast:
1) Replace this month's forecast with actuals
2) Adjust remaining months based on:
   - Run-rate changes (if actuals differ from trend, adjust forward months)
   - Known changes (new contracts, lost customers, approved hires, price changes)
   - Seasonal patterns (apply historical seasonality to remaining months)
3) Recalculate full-year outlook (prior forecast vs. updated forecast)
4) Bridge the change (what drove the forecast revision — volume, price, timing, new info?)

Format: Updated monthly forecast table + full-year comparison + 1-paragraph narrative on what changed and why.

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Why this works

Rolling forecasts keep the financial outlook current. AI applies the mechanical updates; you add judgment on forward-looking assumptions.

Risks & review

Risks: AI applies trends mechanically without understanding business context. Always review forward assumptions for reasonableness. Control: FP&A manager reviews all forecast updates.