Rolling forecasts | How to keep budgets relevant throughout the year?

In this webinar, Matej Trbara (Co-founder, Farseer) walks through why rolling forecasts are one of the most valuable — and most avoided — practices in finance, and how the right tool makes them genuinely achievable without overwhelming your team.

You’ll see a live demo of a full planning cycle built and executed in Farseer, from initial budget entry to launching a rolling forecast in minutes, showing how actuals, plans, and reforecasts stay connected across the entire model in real time.

What you’ll learn:

• Why companies know rolling forecasts matter but still default to once-a-year budgeting and what actually holds them back
• How to manage the full planning process in one place, from assigning input sheets to approving submissions, without a single email attachment
• How Farseer pre-fills actuals and previous budget data automatically, so planners only touch what actually needs to change
• How top-down and bottom-up data entry work together across models with hundreds of thousands of rows, recalculating in real time
• How AI-powered forecasting detects trends, seasonality, and edge cases — including products that have stopped selling — to give smarter baseline numbers

The session includes a live walkthrough of a real-world sales and P&L model with 1,400 SKUs and multiple distribution channels, a full rolling forecast setup completed in under three minutes, and a practical look at how planning cadence changes once the process stops being painful.

Who this is for: CFOs, Heads of Controlling, FP&A managers, and finance professionals who want to move beyond static annual budgets and build a planning process that stays relevant as the business evolves.