Gartner Research

5 Rolling Forecast Mistakes to Avoid

Published: 11 March 2019

ID: G00707004

Analyst(s): Finance Research Team

Summary

Interest in rolling forecasting is high although implementation has been challenging for many companies. FP&A leaders should avoid these five mistakes while implementing a rolling forecast in their organizations.

Table Of Contents

Mistake 1: Not Determining Upfront How Rolling Forecast Information Will Be Used

Mistake 2: Reluctance to Abandon Legacy Forecasting Practices

Mistake 3: Inadequate Integration With the Broader Financial Planning Process

Mistake 4: Failure to Recognize Rolling Forecast Implementation as More Than a Finance Process Change

Mistake 5: Underestimating the Impact of Annual Budget-Based Targets on Rolling Forecast Utilization

Conclusion

About This Research

Endnote

©2020 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and its affiliates. This publication may not be reproduced or distributed in any form without Gartner’s prior written permission. It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by Gartner’s Usage Policy. Gartner prides itself on its reputation for independence and objectivity. Its research is produced independently by its research organization without input or influence from any third party. For further information, see Guiding Principles on Independence and Objectivity.

Already have a Gartner Account?

Become a client

Learn how to access this content as a Gartner client.