EIGENN.
docsguidesapichangelogpricingsign in
EIGENN.

Time

The model range, the granularity, and the Last actual date set the periods of a planning model and where actuals stop.

A planning model calculates over a fixed series of periods. Each variable has one value for each period, and each formula runs one time for each period. Two settings make the series: the granularity and the model date range. A new blank model is monthly and covers 12 months from the current month.

The Last actual date splits the periods in two. That period and the periods before it are actual periods. In actual periods, data-linked variables show values from their data source. The periods after it are forecast periods, where formulas and inputs apply.

Time references in formulas count periods, not months. Revenue[t-12] reads one year back in a monthly model, but three years back in a quarterly model. Choose the granularity before you write formulas.

All time settings are in one panel. Open a model and select Model settings. Change the settings, then select Apply changes. Eigenn saves nothing until you apply.

Each time a month closes, move the Last actual date forward. Before you move it, save a version of the old forecast and refresh the actuals.

The Model settings panel for the Three Statement Model. Granularity is Monthly. The model date range is 09/01/2026 to 08/01/2027. The Last actual date toggle is off. Use relative dates, Start relative dates at 0, Use fiscal years, and Highlight today are off. The Apply changes button is below the toggles.

Pages in this group

  • Time settings: Set the granularity, the model date range, and the fiscal year.
  • Last actual date: Set where actuals stop and the forecast starts.
  • Time granularity: Choose daily, weekly, monthly, quarterly, or yearly periods.
  • Roll the model forward: Move the model to the next month after a close.

Related

  • Data
  • Time references
  • Time totals
  • Planning Time and Actuals
  • Budget vs. actuals

The models home and folders

Group models in folders, star favorites, search the library, and rename models from the models home.

Time aggregation in charts

Show a chart or table card by month, quarter, or year, limit the date range of the Charts page, and read single values and totals.

On this page

Pages in this groupRelated

Eigenn docs

current product

Overview
Overview
OverviewAccount PreferencesApproval PoliciesAssistant AutomationAssistant Command CenterAssistant Workspace and Saved WorkBank ConnectionsBilling and UsageBudgets and ForecastCommand CenterCustomer FieldsCustomer LifecycleCustomer RecordsCustomersDeveloper PlatformDocument Processing and ExtractionFiles and Document VaultFinancial Analytics and ReportsFinancial OverviewInbox and ApprovalsInvoice InsightsInvoice ProductsInvoicesMarketplace IntegrationsNotifications and BrandingOnboarding and SupportOverviewPlanning Data and DimensionsPlanning Models and FormulasPlanning Time and ActualsPlanning UncertaintyPlanning Versions and CollaborationPlanning Views and ExportsPlans and AdjustmentsReceivablesReceivables AnalyticsReceivables ControlsRolling Budget CloseScenario PlanningSecurity and AccessSettings OverviewStress TestsTeams and OrganizationsTone Profiles and ExperimentsTransaction Categories and RulesTransaction CodingTransactionsWeekly Finance RitualWorkflow ExecutionsWorkflow OutcomesWorkflow PausesWorkflows
OverviewBudget vs. ActualsBuild a Driver-Based Planning ModelBuild and Review a ForecastBuild Your First WorkflowCollaborate on a Planning ModelCompare and Share Planning ScenariosConfigure Approval PoliciesConfigure Assistant OperationsConfigure Customer FieldsConfigure Notifications and BrandingConfigure Planning Time and ActualsConfigure Receivables ControlsConnect Planning Data and ActualsConnect Transaction RecordsConsolidationCreate and Manage CustomersCreate and Send InvoicesCreate Your First Planning ModelDeveloper API SetupFirst Cash ReviewHeadcount PlanningInvoice Collection WorkflowMaintain Transaction RulesManage Security and BillingManage Team AccessManage the Invoice LifecycleMCP WorkflowsMonitor and Recover WorkflowsOrganize and Share DocumentsProcess Inbox ItemsReconcile and Categorize TransactionsRevenue ForecastingReview a Customer Finance RecordReview, Restore, and Export a Planning ModelRun a Finance Operating ReviewRun a Receivables Tone ExperimentRun a Runway Stress TestRun Planning Uncertainty AnalysisRun Your First Command Center ReviewSave and Share Assistant WorkSet Up a WorkspaceTroubleshoot Account AccessWebhook DeliveryWeekly CFO Review
Overview

Concepts

DataDimensionsFormulasScenarios

Variables

VariablesChange an input over timeCreate a variableFormat a variableOrganize variablesTime totalsUse a variable from another modelVariable types

Time

TimeLast actual dateRoll the model forwardTime granularityTime settings

Formulas

FormulasBlanks and helpersCommon formulas: cash and balance sheetCommon formulas: cohortsCommon formulas: currency and multiple entitiesCommon formulas: headcount and payrollCommon formulas: SaaS metricsCommon formulas: seasonalityConditionalsDimension referencesFormula syntaxFunctionsTime referencesTroubleshoot formulasValues with uncertaintyWrite a formula

Charts and Dashboards

Charts and dashboardsCompare scenarios and versionsCreate a chartExport and shareTablesTime aggregation in charts

Dimensions

DimensionsApply a dimensionCreate a dimensionDimension examplesDimension totalsThe Dimensions page

Data

DataChoose cash or accrual for XeroConnect a data sourceLink a variable to dataRefresh and check actualsUse transaction categories as actuals

Data Integrations

Data integrationsBank transactionsCSV importFortnoxQuickBooksStripeXero

Views

ViewsCreate and edit a viewFilter a viewShare a view

Versions

VersionsCompare versionsRestore a versionSave a version

Scenarios

ScenariosCompare scenariosCreate a scenarioPlans and adjustmentsStress tests and shocks

Collaboration

CollaborationComment on a modelShare a model and set accessTeam roles and planning access

Managing Models

Managing modelsDuplicate a modelExport a modelModel limits and performanceStart from a templateThe models home and foldersTrash, restore, and delete a model
OverviewIntegrationsMCPSDKsWebhooks
OverviewAuthenticationBank Accounts APICustomers APIErrorsForecasts and Stress Tests APIInvoice Payments APIInvoices APIPaginationRate LimitsRemote Tracker API StatusTracker Categories APITracker Entries and Timers APITracker Projects APITransactions APIWebhooks API StatusWorkflows API
Overview
Overview