Rolling 12-Month Property Forecasts With Version-Locked Submissions

The problem

Property-level forecasting happens in spreadsheet models that can't be efficiently version-controlled, shared across a portfolio, or audited for the assumptions behind each projection. When the CFO wants to compare two budget scenarios or understand what drove the variance between last quarter's forecast and actuals, they're reading someone's Excel comments—if the file hasn't been overwritten.

What this app does

A forecasting OS that consolidates property-level projections into a single, version-locked workflow. Each forecast period produces a submission that is locked on approval and preserved for comparison. The rolling 12-month view updates from live source data so actuals land automatically as each period closes. What-if scenarios run in a sandbox layer without touching the approved submission. Cost pools and GL category drill-down are built into every projection view.

Key takeaways

• Version-locked submissions create an audit-ready forecast history
• Rolling 12-month view updates from source data as actuals land
• What-if scenario modeling runs in a sandbox without overwriting the approved forecast
• Cost-pool and GL drill-down built into every summary view

Who it's for

Real estate CFOs, asset managers, and finance operations teams at private equity-backed property portfolios and commercial real estate operators with multi-property forecasting requirements.

Version-lock every forecast so your CFO always knows which copy is current

See how Domo can generate version-locked property forecasts with rolling actuals and what-if scenario modeling. Request a tailored forecast OS for your portfolio.

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