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Finance staff previews quarterly financial forecasting tool, plans May roll-out

2285179 · February 11, 2025
AI-Generated Content: All content on this page was generated by AI to highlight key points from the meeting. For complete details and context, we recommend watching the full video. so we can fix them.

Summary

City finance staff demonstrated a Municast-based quarterly forecasting template with stoplight indicators, drill-down capability and plans to begin formal quarterly reporting in May; committee provided feedback on detail and access.

City finance staff previewed a new quarterly forecasting template and analytical tool the department plans to use to present budget-to-actual projections and early warning indicators to the Wauwatosa City Finance Committee.

John walked committee members through the Municast forecasting module the city will use to produce quarterly reports. He said the software allows a stoplight (green/yellow/red) analysis of revenue and expense categories, and the ability to drill down from high-level categories to department-level and object-level data. "We hope to begin in May of providing these quarterly reports," John told the committee, adding…

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