Initial plan
Retain the approved baseline.
The value is never rewritten.Structured template · MOD-18
Marketing reforecast to download: fields and controls
Decision question
How can the forecast be revised without erasing the baseline or decision history?
Editable CSV file
The template’s required fields.
This file is used to adopt a new forecast and the actions required for the remaining period. The related guide page explains the method. Here, the scope is limited to the columns, checks and example needed to complete the deliverable.
Actual to date
Show the observed data.
The cut-off date is explicit.Estimated remainder
Forecast the unrealised period.
The assumptions are documented.Version
Log the revision.
Cause, decision and author are retained.Example structure
A concrete reading before completing the file.
| Item | Plan | New forecast | Variance |
|---|---|---|---|
| H1 pipeline | €2.6m | €2.35m | −€250k |
| Annual pipeline | €6m | €5.35m | −€650k |
Checks before use
- Initial plan intact
- New forecast = actual to date + estimated remainder
- Remainder assumptions
- Version and decision
Counter-example
Completing “Initial plan” without satisfying “The value is never rewritten.” creates a present but unacceptable deliverable. The row must remain blocked until corrected.
Editable resource
Download the template and retain its history.
Editable CSVDownload the reforecast template↓Review the example and acceptance criteriaOriginal planning template. The example values are neither a benchmark nor an automatic recommendation. Adapt units, thresholds and ownership to the scope that was actually decided.
Template traceability
Editorial revision of this page.
Revision 1.1
- Reviewed on 22 August 2026
- Editorial owner: Marketing Plan in Action
- Counter-example, blocking check and visible history added.
- This revision describes the page; the CSV retains its own version field when present.
Explore the method