JEDOX FP&A

Rolling forecast software

Move beyond the annual budget cycle with rolling forecast software that keeps your financial outlook continuously current — always looking ahead, always reflecting the latest business reality.

Explore Jedox forecasting

What is rolling forecast software?

Rolling forecast software enables finance teams to maintain a continuously updated financial forecast that always extends a fixed number of periods ahead — typically 12, 18, or 24 months — regardless of where the organisation sits in its financial year. Unlike a static annual budget, a rolling forecast is updated regularly to reflect the latest business performance. For a broader look at the relationship between budgeting and forecasting, see our article on budgeting versus forecasting. The CFO perspective on why to invest in a forecasting system explains the strategic shift in detail.

Key features of rolling forecast software

Always-current horizon: The forecast automatically rolls forward each period, maintaining a consistent 12 or 18-month view without manual restructuring.
Driver-based updates: Change a small number of key business drivers and watch updated projections cascade through the full financial model.
Actuals integration: Actual results load automatically from ERP via Jedox system integrations.
AI-assisted projections: Jedox AI uses machine learning to analyse historical patterns and generate statistically robust projections for forward periods.
Scenario variants: Maintain rolling forecast scenarios in parallel — base, upside, and downside — using the scenario planning module.
Connected reporting: Rolling forecast outputs feed directly into management reports and dashboards.

Jedox rolling forecast software

Jedox budgeting and forecasting software provides one of the most capable rolling forecast environments available. It is rated a leader in the Gartner Magic Quadrant and a market leader in the BARC 2026 FP&A survey. Kybos is the UK’s dedicated Jedox Gold Partner. Arrange a demonstration, download the FP&A implementation roadmap, explore success stories, or schedule a call. Services: implementation, training, ongoing support.

Rolling forecast software FAQs

What is a rolling forecast?

A rolling forecast always looks a fixed number of periods ahead — typically 12 months — and is updated regularly as new actuals become available. Unlike a static annual budget, it never becomes stale because it rolls forward each month or quarter.

Should we replace our annual budget with a rolling forecast?

Many organisations maintain both — an annual budget for governance and target-setting purposes, alongside a rolling forecast for ongoing performance management and decision support. Jedox supports both approaches within the same platform.

How often should a rolling forecast be updated?

Most organisations update their rolling forecast monthly, aligned to the management reporting cycle. Some update quarterly for a lighter-touch reforecast. The right cadence depends on the pace of change in the business.