--- title: Using Growth Rate description: How to use the Growth Rate method --- [Skip to content](https://help.planguru.com/knowledge/planguru-app-online/growth-rate#main-content) [![PlanGuru Help Center](https://help.planguru.com/hs-fs/hubfs/logo_PlanGuru_helpcenter.png?width=360&height=50&name=logo_PlanGuru_helpcenter.png)](https://help.planguru.com/knowledge?hsLang=en) - [Your Tickets](https://help.planguru.com/tickets-view) - [Sign out](https://help.planguru.com/_hcms/mem/logout) Open main navigation Close main navigation - [Your Tickets](https://help.planguru.com/tickets-view) - [Sign out](https://help.planguru.com/_hcms/mem/logout) - [Submit a Ticket](https://help.planguru.com/tickets-view/new) [Submit a Ticket](https://help.planguru.com/tickets-view/new?hsLang=en) Hello. What do you need help with? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.planguru.com/knowledge?hsLang=en) 2. [PlanGuru App (Online)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en) 3. [Forecasting & Modeling](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#forecasting-modeling) # Using Growth Rate ## How to use the Growth Rate method     #### 📈 Growth Rate Projection Method in PlanGuru The **Growth Rate** projection method allows you to forecast an account by applying a **growth percentage** to historical data. While the concept is simple, PlanGuru offers several options to fine-tune how growth is applied. ![Growth rate](https://help.planguru.com/hs-fs/hubfs/Growth%20rate.png?width=670&height=314&name=Growth%20rate.png) --- ### 1️⃣ Selecting the Growth Rate Method To apply Growth Rate: 1. Double-click on an account, **or** right-click and select **Edit**. 2. Choose **Growth Rate** from the projection method options. --- ### 2️⃣ Base to Grow Options This setting determines which prior period PlanGuru uses as the base for applying growth: - **Year-over-Year** - Each month is based on the **same month of the prior year**. - Example: Jan 2022 = Jan 2021 × Growth %. - **Month-over-Month** - Each month is based on the **immediately preceding month**. - Example: Feb 2022 = Jan 2022 × Growth %. - Useful for steady month-to-month increases. ![Yoy growth rate](https://help.planguru.com/hs-fs/hubfs/Yoy%20growth%20rate.png?width=412&height=212&name=Yoy%20growth%20rate.png) --- ### 3️⃣ Entering Growth Rates In the Growth Rate grid, you can: - Enter growth rates for each forecasted month. - View historical growth rates by month and year. - Review averages to continue trends into future forecasts. ![Enter Growth rate](https://help.planguru.com/hs-fs/hubfs/Enter%20Growth%20rate.png?width=668&height=185&name=Enter%20Growth%20rate.png) --- ### 4️⃣ Start Growth Over This setting controls **when** the growth calculation begins: - You can **manually enter projections** for a set of months/years. - Then choose when PlanGuru should **start applying growth** automatically. **Example:** - Enter manual values for 2022. - Start Growth Over = 2023. - PlanGuru applies growth rates from 2023 onward. ![Start Growth over](https://help.planguru.com/hs-fs/hubfs/Start%20Growth%20over.png?width=306&height=167&name=Start%20Growth%20over.png) --- ### 5️⃣ Growth Rate Source You can choose where the growth rates come from: - **Enter Growth Rate** - Enter rates directly into the grid. - **Link to Assumptions Line** - Pull growth rates from an **Assumptions & KPIs line**. - Useful when multiple accounts should use the same growth rate. **Steps for Linking to Assumptions:** 1. Go to **Assumptions & KPIs → Assumptions tab**. 2. Right-click → **Add Line**. 3. Enter a description, select **Manual Entry**, and set format to **Percentage**. 4. Add and enter your growth rate. 5. Return to the account and choose **Link to Assumptions Line**. ![Assumptions-Growth](https://help.planguru.com/hs-fs/hubfs/Assumptions-Growth.png?width=310&height=234&name=Assumptions-Growth.png) **Note:** The linked line must be formatted as a **percentage**, otherwise it cannot be used as a growth rate source. - [PlanGuru App (Online)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#main-content) - [Getting Started](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#getting-started) - [Setup & Import](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#setup-import) - [Company Management](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#company-management) - [Forecasting & Modeling](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#forecasting-modeling) - [PlanGuru Analytics (powered by Reach Reporting)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#planguru-analytics-powered-by-reach-reporting) - [Standard Reports](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#standard-reports) - [Updates](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#updates) - [PlanGuru Desktop (Windows)](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#main-content) - [Updates](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#updates) - [Getting Started](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#getting-started) - [Navigating PlanGuru Desktop](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#navigating-planguru-desktop) - [Setup & Maintenance](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#setup-maintenance) - [QuickBooks Online Import](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#quickbooks-online-import) - [QuickBooks Desktop Import](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#quickbooks-desktop-import) - [Excel Import](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#excel-import) - [Analysis Setup](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#analysis-setup) - [Forecasting & Modeling](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#forecasting-modeling) - [Installation](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#installation) - [Licensing](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#licensing) - [Managing your PlanGuru Files](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#managing-your-planguru-files) - [Reporting](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#reporting) - [PlanGuru Analytics](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#planguru-analytics) - [Technical Inquiries](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#technical-inquiries) - [PlanGuru Desktop in Cloud Hosting](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#planguru-desktop-in-cloud-hosting) - [Advanced Reporting Excel Add-in](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#advanced-reporting-excel-add-in) - [PlanGuru University](https://help.planguru.com/knowledge/planguru-university?hsLang=en) - [PRODUCTS & PRICING](https://www.planguru.com/products/) - CUSTOMERS - [Small Businesses](https://www.planguru.com/users/small-business/) - [Nonprofits](https://www.planguru.com/users/nonprofit/) - [Accountants / Advisors](https://www.planguru.com/users/accountants-business-advisors/) - LEARNING - [Attend a Live Demo](https://www.planguru.com/products/planguru-webinar-signup/) - [PlanGuru University](https://www.planguru.com/planguru-university/) - [Sign Up for PGU](https://www.planguru.com/planguru-university/) - [PGU Class Materials & Recordings](https://www.planguru.com/planguru-university/class-materials/) - [Video Tutorials](https://www.planguru.com/learning-resources/learning-center/) - [Help Center](https://help.planguru.com/knowledge) - SUPPORT - [Help Center/ Submit a Ticket](https://help.planguru.com/knowledge) - [Downloads / Updates](https://www.planguru.com/support/downloads/) - [Try it FREE](https://www.planguru.com/products/trial/) [![logo\_PlanGuru\_190-1](https://help.planguru.com/hs-fs/hubfs/logo_PlanGuru_190-1.png?width=190&height=55&name=logo_PlanGuru_190-1.png "logo_PlanGuru_190-1")](https://www.planguru.com/) Copyright © 2025, PlanGuru