Overlay Scoping: Date Ranges and Dimensions

Overlays can be scoped precisely to apply only where they are relevant -- both in time and across your business dimensions.

Date range scoping controls when the overlay takes effect. Every overlay has a start date; the end date is optional — leave it blank and the adjustment applies from the start date through the end of the forecast horizon, and keeps tracking the horizon if it is later extended. Set an explicit end date to pin the adjustment to a bounded window. Outside the effective range, the baseline forecast applies unchanged. This lets you model open-ended changes (a price increase "from January onward") as well as time-limited events like a promotional period, a seasonal adjustment, or a contract term.

Dimensional scoping lets you target specific slices of your business. For example, rather than scaling all Revenue up by 10%, you can scope the overlay to the "Enterprise" product line or the "Western" region only. You can filter by one or more Dimension Values.

Pivot overlays allow you to set different values for each time period or dimension combination within a single overlay -- for example, specifying different growth rates per month, or different pricing assumptions per region. This gives you fine-grained control without creating dozens of separate overlays.