Overview
Castaway Cloud is organised into a Home screen and six main workspaces, each serving a distinct purpose across the build, maintain and deliver workflow:
- Overview - project settings and configuration
- Forecast - building and maintaining your model
- Analysis - reports and dashboards
- KPIs - inbuilt and custom KPI reporting
- Storyboards - reporting packs for stakeholders
- Documents - published Storyboards and Report Stacks
Home Page
The Home screen is where you land when you first log in. From here you can browse and search your Projects, access any Project you have permission to view and create new Projects. You can return to the Home screen at any time by clicking the Castaway logo in the top left corner of the screen.
Overview
Opening a Project takes you directly to the Overview tab. This is where your project settings are summarised and managed - including project details, brand, integration connections and tax rates and methods.
Forecast
The Forecast workspace is where you will spend most of your time building and maintaining your model. The left panel provides access to the following areas, with Element Groups accessible from within Element Settings:
- Element Settings - add elements, review and adjust element settings and enter or model forecast data
- Element Groups - review and edit element settings across all elements in one place
- Actuals Data - review, enter and manage your actuals data
- Upload - download and reimport your forecast data with the Upload Forecast Data Template (UFDT)
- External Sources - connect, map and import data from an integration source
- Global Settings - create and manage additional currencies
Analysis
In the Analysis workspace you can access the full suite of Reports and the ability to create Dashboards that add a graphical interpretation to your numbers. Run your key financial reports, build Custom Dashboards and perform Variance Analysis against your Budget and Forecast snapshots. Use Report Stacks under Publish to bulk export your finalised reports.
KPIs
The KPIs workspace provides access to Inbuilt KPIs grouped by category, as well as the ability to create your own Custom KPIs tailored to your specific reporting needs.
Storyboards
The Storyboards workspace is where Reports, Dashboards, KPIs, commentary and layout pages come together into a complete reporting pack for your stakeholders. Considered a powerful suite of management reports, Storyboards provide an excellent representation of your model to your audience, and can be customised with your Brand, cover pages and disclaimers for a polished and professional output.
Documents
The Documents workspace is where your Storyboards and Report Stacks are accessible once published.
For more information, please refer to: Documents Library
If you need any assistance please contact our support team at: support@castawayforecasting.com