Guide · C68
Trigger a reforecast from a return signal
When does a return signal justify reopening an approved budget envelope?
Direct answer
The review verifies source, comparability, crossed threshold, reversible amount, owner and date before authorising a reforecast.
01Maintain, freeze or reopen the envelope without recalculating the mix on this page.
02The rule, the evidence and the next review date stay visible.
How to use this
Move from the question to the deliverable.
When does a return signal justify reopening an approved budget envelope?
Maintain, freeze or reopen the envelope without recalculating the mix on this page.
Reforecast decision file
Original chart · SQ-68
Turn a return signal into a reforecast decision
The plan does not recalculate channel performance. It states which documented signal can reopen the envelope, who examines the variance and when the decision must be made.
Fictitious case: a team receives a return signal from the measurement system and must decide whether the quarterly envelope should be reopened.
- 01Receive
Record the signal, its source, its period and the owner of the measurement.
- 02Qualify
Check comparability and the crossing of the threshold decided before observation.
- 03Bound
Identify the genuinely reversible amount, the dependencies and the cost of waiting.
- 04Decide
Maintain, freeze or reopen the envelope with an owner and a date.
Reforecast file in four states
The decision stays blocked while the signal, the reversible amount, the owner or the date cannot be verified.
Reforecast authorised = comparable signal + threshold crossed + reversible amount + owner + review date| State | Signal | Reversible amount | Owner | Date | Decision |
|---|---|---|---|---|---|
| Received | Source and period present | To qualify | Marketing ops | D+2 | Investigate |
| Not comparable | Scope changed | Not established | Marketing ops | D+2 | Reject calculation |
| Comparable | Threshold crossed | €40k | Finance + marketing | D+5 | Prepare options |
| Decided | Complete case | €40k | Marketing leadership | 15 September | Maintain or reopen |
01The return signal stays an input to the plan, not an automatic channel recommendation.
02A change of scope blocks the comparison instead of being offset by a score.
03The final decision names the reversible amount, the authority and the next control date.
E0 framework and fictitious case. Without a comparable measurement or an identified reversible amount, no reallocation is recommended.
Coherence controls
Minimum conditions before validation.
The status, the evidence and the owner must be available for review.
The status, the evidence and the owner must be available for review.
The status, the evidence and the owner must be available for review.
The status, the evidence and the owner must be available for review.
Usable deliverable
Reforecast decision file
Explore the decision further with an interactive control, or start from a structured template to produce your deliverable.