Tips for instructions to the AI when planning

In the forecast wizard's Instructions for AI field you describe the plan you want – for example conservative, growth-oriented or seasonal. If you enter anything there, the plan is always made with AI, which costs credits.

Write the instruction in simple sentences, as specifically as you can. Some ideas:

• Conservative plan – "Flat revenue, 5–10% cost increase, build reserves."
• Growth plan – "15–20% revenue growth, proportional cost growth, expand capacity."
• Based on last year – "Base the plan on last year's actuals. Apply 5% inflation to costs."
• Cost cutting – "Cut discretionary spending by 15%, keep revenue flat."
• Seasonal – "30% higher revenue in Q4, a dip in summer."
• A specific item – "Raise office rent to 150,000 HUF per month."

If you leave the field empty, the system builds the plan from past data.

Goal-based mode: on the Goal-based tab, enter your target annual profit and, optionally, planned monthly expenses and salary costs; the system back-calculates the revenue needed. You can add an instruction here too, e.g. "Calculate higher Q4 revenue due to seasonality."

Changes and questions afterwards: refine the finished plan in the bottom bar. In 🔧 mode ask for a change (e.g. "Increase Q4 revenue by 20%"), in 💬 mode ask about the plan (e.g. "Is this revenue realistic?", "What are the risks?"). Answers appear in the AI Analysis box.