Overview

Projections are used to record where you forecast account values to be over time. If these forecasts include the clients goals then projections can be used as a benchmark to determine whether a client is on track to achieve those goals, by comparing actual account values to the projections. 

Adding projections to Beegle is a two step process:

1. Create the details for each projected account
2. Add values for the projected accounts

Beegle also has room to add projection assumptions, which are optional but to refer back to in future. The projection assumptions field allows for rich text, as well us document uploads.