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End-to-End Workflow: From Data to Signed-Off Forecast

Here is the complete linear workflow for producing a forecast in Galdera. Each step builds on the previous one.

Step 1: Connect your data sources
  • Create a Source from a CSV/Excel file, Databricks share, or an enabled Snowflake connection
  • Map columns to measures and dimensions
  • Wait for ingestion to complete (status: "Active")
Step 2: Create and configure a Forecast Version
  • Create a new Forecast Version
  • Configure it: select the training data (ingestions), choose the measures to forecast and their strategy (Independent, Dependent, Roll forward, or Derived), and set the date range
  • For balance-sheet and cash-flow lines, see Modelling the Three Statements
Step 3: Run and lock the baseline
  • Click the Play button to run the baseline forecast
  • Wait for the run to complete (status: "Ready") and review the baseline numbers
  • Click the Lock toggle to designate the run as the version's official baseline
  • Locking is what makes the baseline available for overlays and exports
Step 4: Create and configure overlays
  • Create overlays under the version for your business assumptions (e.g., "Q4 Pricing Increase")
  • In each block, set the operation (Scale, Override, or Offset), target measure/metric, values, date range, and the scenario the block belongs to
  • Scope to specific dimensions if needed (e.g., only the "Enterprise" segment)
Step 5: Run each overlay
  • Open the overlay (it runs against its version's locked baseline)
  • Click the Play button to compute the overlay's impact
  • Wait for the run to complete (status: "Ready")
  • Review the adjusted forecast vs. the baseline
Step 6: Lock each overlay
  • Click the Lock toggle to pin the run as the overlay's official output for this version
  • Repeat for each overlay you want to finalize
Step 7: Compare outcomes by scenario
  • Overlay results carry the scenario tags set on their blocks (e.g., "Base Case" vs. "Upside")
  • Compare scenario-tagged outputs side-by-side to evaluate different planning assumptions

You can also work on multiple overlays in parallel -- steps 4-6 can be repeated independently for each overlay. The linear flow above is the simplest path from raw data to a signed-off forecast.