Stagger Charts

Stagger charts provide a simple, but powerful, way to track and visualize forecasts over time.   
Businesses that reforecast their financials monthly (quarterly at minimum) are more agile, accountable, and manageable.   
The practice improves budgeting/forecasting competency—while helping avoid costly surprises.

Use this workbook to:

• Track monthly snapshots of rolling forecasts for financial metrics

• Analyze actuals and forecasts relative to an annual operating plan

• Generate tables and graphs for board reporting

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Last updated: 10-31-2023