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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

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

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

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

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

Note: The linked line must be formatted as a percentage, otherwise it cannot be used as a growth rate source.