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 isentails athree two step process:steps:

1. CreateProjection assumptions
   • Beegle allows you to record the detailsassumptions used to prepare the assumptions. 
   • You are able to enter rich text for the assumptions and/or upload files. 
   • Adding the assumptions is optional. However, having the assumptions readily available becomes a very useful reference in future. 
2. Create projection details
   • For each projected accountaccount, a record needs to be created. 
   • AddThis record tells Beegle what goals the projection is linked to and how to report it. 
3. Projection values
   • For each projection created in step 2, values forcan thebe projectedadded
   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.