Forecast Drivers Revamp

We’ve made meaningful updates to the Forecast Drivers page — a visual refresh, a smarter save flow, and a new Distribution setting that gives you control over how your monthly values translate into weekly cash timing.

Here’s what changed:

A Refreshed Forecast Drivers Page

The Forecast Drivers page has a new look. The page is now sleeker and more uniform with the rest of the Cash Forecasting module, making it easier to move between views without losing context.

Actuals/Forecast banners. The Actuals/Forecast checkboxes that previously sat above both tables have been removed. That context now lives directly in the table header rows, consistent with how the Cash Forecasting table handles it.

Save New. Making changes to your Forecast Drivers is simple — click “Save New” whenever you’ve made updates to save a new version. Enter a unique name and your forecast will adjust accordingly.

Control How Monthly Values Are Distributed Across Weeks

Up until now, monthly values were always spread evenly across the weeks in a month — but that’s not how most organizations actually collect or pay out cash. Payments and receipts tend to cluster at specific points, like the start of the month, the middle, or right before it closes out. Now you can set the timing to match how your business really operates.

Each row in the Billings Forecast and Forecast Drivers tables now includes a Distribution dropdown with four options:

1. Spread Evenly — divides the monthly value equally across all weeks in the month. This is the default for all new and existing rows, so nothing changes unless you adjust it.
2. Month-Start Week — allocates the full monthly value to the first full week of the month.
3. Mid-Month Week — allocates the full monthly value to the week in which the 15th falls. If the 15th falls on a weekend, it applies to the preceding full week.
4. Month-End Week — allocates the full monthly value to the last full week of the month.

Your Distribution selection flows through to the Cash Forecasting table’s Forecast Drivers tab, the AR/AP Roll calculation, and DSO/DPO outputs. Distribution selections persist when a forecast is saved and are included in any exported data. The Forecast Drivers Excel template has also been updated to include the new Distribution column.

These updates are live now. Reach out to your Pegasus contact if you have any questions!