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.
Aster Works, Inc. (Synthetic) · illustrative example
Forecast variance
The 13-week cash forecast is $96,000 unfavorable.
- Supporting evidence
- Accepted actuals, assumptions, evidence, owner, versions, accounting disposition, and unresolved blockers.
- Accountable owner
- FP&A
Records behind the answer
See what should agree.
Accepted actuals, assumptions, evidence, owner, versions, accounting disposition, and unresolved blockers.
Accepted actuals and forecast assumptions compare on the same entity, basis, currency, and period.
Who owns the next step
FP&A
FP&A prepares the explanation; finance retains acceptance and mutation authority.
What happens next
Open variance bridge
The variance view is useful, but no plan is changed from the public demo.
Explore this workflowScope of this example
This view does not change or approve a plan.
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.