Live forecast shows zero despite formula setup

Issue:

Some accounts in the Live Forecast column show 0 even though formulas exist. This is sometimes seen when:

  • The formula appears present but doesn’t calculate
  • Other months (e.g., June) work correctly while the current month (e.g., May) doesn’t

Possible Causes:

  • Constants set to 0% for the month in question
  • Manual override that removed the formula for that month
  • Missing or invalid data inputs (sales volume, pricing, etc.)
  • Formulas not copied/applied correctly to the affected month

What to Check:

  1. Open the account in the P&L module (e.g., 3030 or 3031)
  2. Click the formula icon to view the current calculation setup
  3. Verify if a constant is applied — and whether it’s 0% for the month
  4. Check if there is a manual value override instead of a formula
  5. Compare behavior between working months (e.g., June) and the affected one

Recommendation:

If you’re unsure or need help analyzing the setup:

  • Take a screenshot of the formula popup (showing constants and calculation structure)
  • Share it with support for a more accurate assessment (This step is especially important when constants are involved.)

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