Forecast Assistant

by ForesightXLMicrosoft 365Price not published

Builds forecasts in Excel from workbook history and written business context.

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PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
Forecast Assistant — screenshot from the Microsoft Marketplace listing

What it does

Forecast Assistant uses historical workbook data together with entered assumptions, events, comments, and meeting notes to create forecasts in Excel. It shows a historical-data baseline, explains changes in the forecast, and links explanations to the supplied context. Results include an executive summary and chart, and the context can be revised for another forecast run. Core features beyond the free trial require a ForesightXL account and active subscription.

Key capabilities

from the Microsoft Marketplace listing

Excel forecast creation

Generates forecasts within Excel.

Historical data analysis

Uses past information in the workbook when producing forecasts.

Context combination

Combines numerical history with assumptions, events, comments, and meeting notes.

Baseline display

Shows a mathematical reference forecast based on historical data.

Movement breakdown

Context-based explanations

Connects forecast explanations to the information entered with the forecast.

Summary and chart

Displays an executive summary and a forecast chart with the results.

Use cases

  • Finance teams can include meeting notes and known events when preparing forecasts.
  • Teams can update assumptions and rerun the forecast when new information is available.

Who it's for

Forecast Assistant is intended for finance teams, analysts, and business leaders.

In the catalog

1,160 plugins in Microsoft Teams · Analytics

Price distribution: 33 free, 53 freemium, 390 paid, 684 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published

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What the vendor says

«Forecast Assistant by ForesightXL is an AI-powered Excel add-in that helps finance teams generate faster, clearer forecasts without leaving Excel. It combines the historical data already in your workbook with plain-English business context such as assumptions, known events, commentary, and recent meeting notes to …»

Official marketplace listing

Publisher
ForesightXL
Updated on marketplace
Facts verified

Tags

scenarioplanningbudgetingwhatanalysis