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Creating an Overlay

An overlay lets you adjust forecast values without changing the underlying model. Think of it as a "what-if" layer on top of your baseline forecast.

To create an overlay:

  • Name it descriptively (e.g., "Q4 Pricing Increase" or "New Hire Ramp")
  • Choose a target: Select the Measure or Metric the overlay affects (e.g., "Subscription Revenue" or "Headcount")
  • Choose an operation: Scale (percentage change), Override (replace with a fixed value), or Offset (add or subtract an amount)
  • Set the value: The adjustment amount. For Scale, enter the percentage change — 15 for +15%, -20 for -20%, or 0 for no change. For Override, the replacement value (e.g. 500000 for $500K). For Offset, the signed amount to add.
  • Set a date range: When the adjustment applies -- overlays only affect forecast periods, never historical actuals

Each block in an overlay is tagged with a Scenario — the built-in Default scenario unless you pick another — so run results can be grouped and compared by assumption set.

Cohorted measures in chat

A cohorted measure is loaded from a file with a cohort date and a report date. In both Ask and Agent mode, the assistant does not create or change overlays or input tables on cohorted measures, and does not describe an input table on a cohorted measure or cohort axis. Make those changes on the overlay page.