Excelmatic Excelmatic

Forecast & Scenarios

As your business grows, looking at the past isn't enough. Excelmatic’s AI analyzes your complex historical data to project future performance and stress-test your next big decision.

1. The Goal

Move from "guessing" to "planning." This workflow handles the heavy lifting of:

  • Advanced Forecasting: Project Net Sales and customer growth based on seasonal multi-channel data.
  • Strategic "What-If" Analysis: Test the impact of operational changes—like reducing refund rates or increasing ad spend—before you commit your budget.
  • Cross-Metric Insights: Automatically calculate complex ratios like ROI and Profit Margins in your forecasts.

2. One-Step Execution

Step 1: Upload Your Master Data

Upload your detailed sales or marketing exports. Excelmatic can handle thousands of rows with multiple dimensions (like Region, Channel, and Category) simultaneously.

Step 2: Ask for a Strategic Projection

Use plain language to ask complex business questions. You don't need a degree in statistics to get professional-grade projections.

Recommended Command:

Based on this data, forecast our Net Sales for the next 3 months. Then, show me a scenario: What happens to our ROI if marketing spend stays the same but refunds decrease by 15%?

3. Why This Empowers You

  • Boardroom Ready: Present forecasts backed by data, not just intuition.
  • Identify Growth Levers: Quickly find out which change (e.g., lower costs vs. higher volume) has the biggest impact on your bottom line.
  • Save Hours of Modeling: Skip the complex "What-if" tables in Excel. Get the answers in seconds through simple conversation.

Next Step: Turn your data into a visual hub with one click using One-Click Dashboard.