From March actuals to an updated full-year forecast.
Hjairna Insights helps you build a forecast for the rest of the year from budget, actuals, input from the business and what you have learned from earlier reporting.
Extrapolating the numbers is not enough. The forecast needs to reflect current challenges, open actions, confirmed assumptions and what each unit has already explained.
What the forecast is built on
- Actuals through March
- January to March is closed and serves as the actual baseline for the rest of the year.
- Budget and instructions
- April to December starts from the budget, scenarios and guidelines from finance.
- Input from the business
- Earlier explanations, actions and risks are taken into account before the forecast is locked.
From March actuals to an updated full-year forecast.
Hjairna combines budget, actuals, instructions and the knowledge base to produce a forecast for each unit and consolidate it to business area and group level.
Current step
01 · Start forecast
March actuals, budget and instructions combined
Starting the forecast workflow
One connected workflow, from March actuals to a full-year forecast.
- 01Start forecast
- 02Knowledge base
- 03Instructions
- 04Units
- 05Forecast table
- 06Manager input
- 07Consolidation
- 08Forecast package
- 09Done
01 · Start
Start the forecast workflow once the March actuals are ready.
The forecast can be started manually or automatically when the period is closed. Hjairna brings together actuals, budget, instructions and previous business context.
You stay in control of
When the forecast starts, which units are included and which guidelines apply.
Hjairna helps with
Prepares the workflow, loads the relevant material and identifies which assumptions need confirming.
Starting the forecast workflow
02 · Knowledge base
Earlier reporting shapes the forecast from the start.
Hjairna reads previous reports, open actions, known risks, recurring variances and confirmed assumptions for each unit before future months are filled in.
You stay in control of
Which history and guiding assumptions should apply to the forecast.
Hjairna helps with
Grounds the forecast in the business by using what is already known about each unit.
Reviewing earlier reporting
Knowledge base
The knowledge base is read before the forecast is calculated
Hjairna does not start from an empty forecast template. Each unit has history, risks, targets, actions and previously confirmed assumptions that affect the rest of the year.
Reading forecast context
4/4 sources reviewed
03 · Instructions
The forecast workflow is set up and started for all units.
Forecast horizon, scenarios, drivers, sign-off and special instructions are defined before the units receive their forecast tasks.
You stay in control of
Guidelines, scenario assumptions, approval steps and special instructions.
Hjairna helps with
Starts the unit workflows, distributes instructions and keeps the forecast process together.
Setting up the forecast workflow
Forecast April to December 2026
Draft6 steps · 18 unitsRead knowledge base
AutomaticSet instructions
ManualManual reviewForecast instructionKeep the approved hiring plan, update transport costs and ask the sales managers to validate the Q2 pipeline.
Start unit workflows
AutomaticFill in forecast
AutomaticCollect input
AutomaticConsolidate package
ManualManual review
04 · Structure
January to March actuals and the remaining budget are mapped by unit.
Each unit gets a forecast structure where actuals up to and including March, the budget for April to December and previous assumptions sit at the right level.
You stay in control of
Unit structure, chart of accounts, budget version and which forecast lines to use.
Hjairna helps with
Creates a consistent forecast model for each unit and makes it ready to update.
Starting the forecast for each unit
Forecast by unit
05 · Forecast
Future months are filled in with explained assumptions.
January to March are locked as actuals. April to December are rolled forward based on budget, YTD trend, open actions, business comments and instructions.
You stay in control of
Which assumptions should apply and which changes must be reviewed.
Hjairna helps with
Proposes a forecast and writes comments that show why the numbers change.
Filling in April to December
Jan to Mar actuals · Apr to Dec forecast
P&L forecast · BA North · 2026
06 · Manager input
Owners receive a summary and specific forecast questions.
Each owner receives a tailored summary of their forecast, the assumptions used and the questions that need confirming.
You stay in control of
Which questions require an answer and when the forecast is locked.
Hjairna helps with
Writes clear questions, attaches the forecast material and collects replies at the right level.
Sending forecast questions
07 · Consolidation
Unit forecasts are rolled up correctly to business areas and the group.
Hjairna consolidates the forecasts according to the organisational structure and flags conflicts, missing replies, changed assumptions and items that need approval.
You stay in control of
Final judgement, adjustments and approval of the consolidated forecast.
Hjairna helps with
Preserves the hierarchy, summarises drivers and makes differences in assumptions visible.
Consolidating forecasts
Forecast replies · BA North
0/308 · Forecast package
The full-year forecast is turned into a decision-ready package.
The forecast package summarises the full-year outlook, the bridge to budget, key assumptions, risks, upside and downside, and decision points.
You stay in control of
Messages, priorities and which decisions to raise.
Hjairna helps with
Builds the presentation material and keeps the link to forecast lines, comments and sources.
Building the forecast package
Slides
0/9Board report
Building the slide overview
Presentation canvas
Cover
Full-year forecast
Assumptions
Key risks
Appendix
BA North
BA South
BA West
BA Industrial
Hjairna · Generated from the forecast workflow and confirmed assumptions
Hjairna · Generated from the forecast workflow and confirmed assumptions
09 · Knowledge base
Assumptions are saved for the next report and the next forecast.
Once the forecast is complete, confirmed assumptions, open risks, forecast changes and actions are saved in the knowledge base.
You stay in control of
Which assumptions are approved and which questions to track going forward.
Hjairna helps with
Makes what was learned available to future reports, emails, forecasts and chat replies.
Saving and handing over
Want to see how Hjairna can support your forecasting process?
We would be happy to show you how the forecasting workflow can be tailored to your units, budget models, assumptions and decision forums.
Book a demo