Sigma for dashboards
Dashboards that get to the answer
Sigma for forecasts
Own every forecast version
Finance and sales ops set the drivers, run the scenario, and stand behind every version when the board asks.
Request demoWhat the forecast cycle costs today
What the current cycle costs
Each number below comes from finance teams describing the cycle they run today.
A cash forecast lives in 18 tabsone workbook, needs 8 to 15 rebuildszero rebuilds a year, and costs a full daya few seconds per new column.
How it works
3 steps to a live forecast
- 1Connect the warehouse
Sigma queries live warehouse tables, so the forecast always reads current actuals without an extract to refresh.
- 2Set the drivers
Assumptions live in Input Tables next to the data. Every edit writes back to the warehouse with the user and timestamp.
- 3Freeze and compare
Approve a version and it locks. Analysts, managers, and the CFO compare it against actuals in the same workbook.
Connect the warehouse. Set the drivers. Freeze and compare
Actuals and scenarios
3 scenarios off 1 set of actuals
Change a driver and all 12 periods recalculate, so every scenario stays anchored to the same closed months.
Built for the forecast cycle
Explore
Run a scenario without a handoff
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 2 scenarios side by side on live data
- Keep overrides and comments inside the app with the data
Act
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
Govern
Reforecast on a cadence
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
Always on the newest trusted data
Sigma queries your warehouse live, so a workbook reads what landed a moment ago.
Where the forecast inputs land
Every number a planner types lands in the warehouse under the roles and row-level security already in force.
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 only their own rows.
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.
“Approved versions stay hardened, down to who changed what”
Treasury lead, manufacturing6 forecast apps to start from
Every one runs on live warehouse data, and every input a user types goes back under warehouse controls.
Revenue forecasting
Spin up a revenue forecast scenario in minutes, adjust the inputs with AI guidance, and watch the impact update live, instead of waiting on a consultant or another spreadsheet.
Pipeline forecasting
Give reps one place to call their number and have it roll up to the team forecast instantly, with the reasoning captured instead of lost in a side spreadsheet.
Demand planning
Run demand planning in one workflow, from raw forecast to a published plan, on live data your whole team trusts.
Driver-Based Expense Forecasting
Build dynamic expense forecasts from operational drivers (per employee, per working day, per event). See cascading P&L impact instantly.
Expense Forecast Agent
Automate budget forecasting on live data with an expense forecast agent that collects parameters, analyzes historical trends, and generates growth assumptions in one pass. The agent builds the forecast and documents the logic, while the workbook surfaces insights, breakdowns, and approval-ready memos.
Workforce Planning
AI/ML workforce demand forecasting. Adapt to traffic fluctuations, seasonal swings, and unplanned events with real-time adjustments.
Every kind of app
Sigma for every kind of app
All 7 build on the same live, governed platform.
Explore
Sigma for modeling
Model every lever on live data
Sigma for planning
Own your plan in one place
Sigma for project tracking
Project tracking you can act on
Sigma for reconciliation
Reconcile every number in one place
Sigma for reference data
Fix reference data without a ticket
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.