Forecast Simulations allow you to model potential performance outcomes before launching a campaign. By adjusting business inputs and assumptions, you can explore how budget, efficiency, and conversion dynamics may influence revenue over time.

Simulations are designed to support planning and decision-making — not to predict exact outcomes.

From the left-hand navigation, click Simulation.

You'll land on the Simulations dashboard, which displays all of your saved simulations as cards. Each card shows the scenario name, tag, total budget, status, and last updated date. If a simulation is linked to an initiative, the initiative name and date range will appear on the card as well.

Use the Search bar to find a specific simulation by name, or filter by Tags and sort by Newest First to organize your list.

Click + Create Simulation in the top-right corner of the page. A panel will open with the Create Scenario form.

At the top of the form, select how you'd like to set up your scenario:

Scenario Name

Use a clear, descriptive name to help identify and compare scenarios (e.g., Q1 Brand Awareness Forecast or Holiday Promo Test).

Tag (optional)

Assign a tag to categorize your simulation. The default tag is "Baseline." Tags are visible on simulation cards and can be used to filter your dashboard.

Scenario Date Range (Manual Input only)

Select the start and end dates for the forecast period.

Select Initiative (Use Initiative only)

Choose an existing initiative from the dropdown. The date range and Agility Budget will be populated from the initiative automatically.

Business Scale inputs provide context about your company and help the model generate realistic results.

Once complete, click Create Scenario.

After creating a scenario, you'll land on the simulation results page. This page is your primary workspace for exploring forecasted outcomes and refining assumptions.

At the top of the page, three summary cards provide a high-level snapshot of your scenario across the full date range:

These cards update in real time as you adjust controls and inputs.

In the top-right corner of the page, you'll find:

The Controls panel on the left side of the page allows you to adjust the assumptions used by the forecasting model. Controls are organized into two tabs.

At the top of the Controls panel, the Industry Benchmark section displays the detected industry category and confidence score. If you've changed any control values from their defaults, a "Controls modified from defaults" message will appear. Click Reset to restore all controls to their benchmark defaults.

Effectiveness controls influence how the model estimates conversion and revenue impact:

Efficiency controls influence how the model estimates cost and return metrics:

Each control includes a Typical Industry Range visualization — a bell curve that shows where your input falls relative to similar advertisers. Benchmarks are provided for context only. They do not restrict your inputs and do not define success or failure. They are intended to help identify assumptions that may be unusually aggressive or conservative.

The chart area visualizes forecasted performance over time. The chart legend identifies three data series:

Use the toggles above the chart to change the view:

You can manually adjust the Max and Min values on the Y-axis to zoom in on a specific range. Click Reset below the chart to restore the default axis scale.

The Scenario Inputs table allows you to define how your business and budget change over time, broken out by month. Editable rows include:

These inputs drive the scale and timing of the forecast and can be adjusted month by month to model seasonality, ramp-ups, or budget shifts.

Changes are saved automatically. A "Status: All changes saved" indicator appears above the table.

Scenario Outputs are automatically calculated based on your inputs and control assumptions. These values are read-only and update in real time.

By default, the table shows a summary row: Projected Scenario Revenue. Click Show Detailed Metrics to expand the full set of output metrics:

Click Hide Detailed Metrics to collapse the table back to the summary view.

If your inputs result in outcomes that are mathematically or commercially unrealistic, a red warning banner will appear below the summary cards.

For example: "Your assumptions imply influenced revenue ($25,750,844) larger than total revenue ($5,000,000). This is not realistic."

Click Show more issues to see the full list of inputs contributing to the warning. Adjusting your control values or scenario inputs toward realistic ranges will resolve the alert.

📝 Simulation results are directional forecasts based on the assumptions provided. They are not guaranteed outcomes and should be used to evaluate trade-offs, not predict exact performance.