Skip to main content
Sigma for forecasts

Own every forecast version

Before the next planning cycle locks in, finance and sales ops need to set the drivers, run the scenario, and stand behind every version the board sees.

Request demo
Trusted by teams everywhere

From the hottest startups to the Fortune 100.

Workato logo
Blackstone logo
Cowen logo
Bilt logo
Druva logo
Persona logo
It's time to end the cycle

Why start every reforecast from scratch?

You'll pay for it again next cycle, and the one after that... and the one after that.

"Our forecast lives in 18 tabsone workbook, needs 8 to 15 rebuildszero rebuilds a year, and costs a full daya few seconds per new column."

Sigma holds the forecast inputs in Input Tables inside your warehouse, and adding a period or a driver is an edit rather than a rebuild.

Why start every reforecast from scratch?
Why finance teams switch

What changes when finance teams switch to Sigma

What FP&A and accounting teams point to first.

Change one driver and everything downstream follows

Change a driver and every downstream number updates at once, because it was never copied out to begin with.

Every AI answer traces back to a real number

Sigma routes AI through the LLM provider you already run, and logs each request under your warehouse controls so you can open the rows behind any answer.

Every number carries its own history

See who changed what and when, so you already know the story before anyone in the room asks.

Spreadsheet skills are enough to build the forecast

The formulas, sorts, and pivots you already use run against warehouse tables, so the person who needs a new column adds it.

Billions of rows, the same speed as a handful

Query billions of rows live, at the same speed and detail as a handful, so you never have to simplify the model just to make it run.

Finance teams already run on Sigma

See how they model scenarios, plan, and report on live data.

Workato
“What would potentially take us three weeks [with our legacy tool] is down to a day or two with Sigma—which is more than 90% in time savings.”
Tyler LawsonDirector of Business Intelligence & Analytics, Workato
Read the story
Blackstone
“Input Tables from Sigma gives our employees the ability to enhance their data by adding their commentary, conducting “what-if” analysis, and telling better data stories.”
Han ZhangSenior Vice President, Blackstone
Read the story
Cowen
Sigma empowers teams across Cowen to easily analyze historical data and take a holistic approach to their analytics.
Ira LupkinManaging Director at Cowen Inc.
Read the story
Bilt
“We’re working toward ensuring there’s a data model for every pod. That way, teams can self-serve answers through a consistent structure.”
Ben KramerSenior Director of Analytics, Bilt
Read the story

Every stage of the forecast cycle, in one workbook

01Discover

Run the scenario yourself

Drivers and overrides live beside the data. Change a growth rate and every downstream period recalculates live, so the analyst who owns the number runs the scenario in one sitting.

  • Adjust a driver and see every period recalculate
  • Compare many scenarios side by side on live data
  • Keep overrides and comments inside the app with the data
02Act

Freeze a version and prove it

Locking a version freezes it, so nobody overwrites an approved forecast. Every edit carries a user and timestamp, so when two numbers disagree the trail shows who submitted which.

  • Lock an approved version so nobody overwrites it
  • Trace every edit to a user and timestamp
  • Compare an approved version against actuals and reforecast
03Govern

Reforecast on your schedule

Automated Actions rerun the forecast on a schedule, and Sigma Agents point at the driver behind a variance. If an agent gets it wrong, the reasoning and the rows are there to check.

  • Rerun the forecast nightly without touching the workbook
  • Flag a variance and name the driver behind it
  • Route AI through the LLM provider you already run
Connections

Runs directly on your warehouse

Snowflake
Databricks
Amazon Redshift
ClickHouse
+more

Forecast inputs inherit the warehouse's governance

Every number a planner types lands in the warehouse, governed by the roles and row-level security you already enforce.

Change historyAppend only
DWFP&A lead updated Forecast on Jan 202614:22
MEAnalyst edited Assumption on Feb 202614:09
ROSales director approved Scenario on Mar 202613:51
JTFP&A lead reassigned Owner on Jan 202611:04
Append-only writes

Input Tables write to a designated write schema through an append-only write-ahead log. Production tables stay untouched.

Inherited permissions

Every query, action, and AI call carries the warehouse roles and row-level security. Each person sees their own data.

Full change history

Audit history on the Input Table logs every edit by user, timestamp, and change type. Audit gets its answer without a ticket.

Actuals and scenarios

Every scenario on one set of actuals

Change a driver and all 12 periods recalculate, so every scenario stays anchored to the same closed months.

Every kind of app

More ways to run finance on Sigma

Sigma for dashboards

Dashboards that get to the answer

Explore

Sigma for modeling

Model every lever on live data

Explore

Sigma for planning

Own your plan in one place

Explore

Sigma for project tracking

Project tracking you can act on

Explore

Sigma for reconciliation

Reconcile every number in one place

Explore

Sigma for reference data

Fix reference data without a ticket

Explore

Questions finance teams ask

Run the next cycle in Sigma

Bring one forecast cycle into Sigma and watch the versions, approvals, and audit trail hold up under review.