Budget Forecasting

Plan ahead with Tracktron's forecasting tools.

Forecast Dashboard

Access Analytics > Forecast to see:

  • Projected monthly costs (3-12 months)
  • Committed vs variable spend
  • Renewal impact projections

Understanding Forecasts

Committed Spend

Costs you're locked into:

  • Active contracts with end dates
  • Annual subscriptions mid-term
  • Multi-year agreements

Variable Spend

Costs that may change:

  • Monthly subscriptions (can cancel anytime)
  • Usage-based pricing
  • Seat-based scaling

Projected Changes

Known future changes:

  • Scheduled price increases
  • Planned new subscriptions
  • Pending cancellations

Creating Scenarios

Model different futures:

Baseline Scenario

Current trajectory with no changes.

Optimistic Scenario

Assume planned cost reductions succeed:
  • All cancellations execute
  • Negotiations reduce costs
  • No new subscriptions

Realistic Scenario

Likely outcome:
  • Some cancellations
  • Partial optimization
  • Some new tools added

Growth Scenario

Scaling the business:
  • New hires need licenses
  • New tools for new projects
  • Expanded feature tiers

Budget Alerts

Set alerts for budget thresholds:

  1. Go to Settings > Alerts
  2. Under "Budget Alerts", set:
- Monthly limit - Category limits - Alert recipients

Receive notifications when approaching or exceeding limits.

Exporting Forecasts

Share forecasts with finance:

  • Export as PDF report
  • Export raw data as CSV
  • Include in scheduled reports