Forecast 5 Installation Checklist

Before beginning your install of Forecast 5, we recommend you run through this check list and check the system requirements to ensure that you do not run into any issues.

Forecast 5 User Guide

Download the Forecast 5 User Guide.

In the Forecast 5 User Guide you will find the following:


  • Activating Your Forecast 5 License

  • Having Trouble Activating Your Forecast 5 License?

Forecast 5 System Requirements

Single Computer License


P&L Reports - Unable to view reports


When trying to run the P&L report, the report will not display. All other reports are working fine.


This is caused by the use of SQL Server 2008, which is not supported by Forecast 5. Please upgrade to a supported version of SQL, found here

Forecast 5 One Touch Reporting Guide


The One Touch Reporting (OTR) feature is designed to reduce the amount of time taken to produce final and quality reporting.

Step by Step Guide

  1. Select the one touch Icon from the reports menu

Using bank accounts for shareholders payments and crediting to current account

How to set up shareholders payments and credit to current account

Suppress Zero Lines on Reports

By default, zero lines on the report sets will be suppressed.

If you would like to show all line, you can go to Settings > Preferences > Report Settings & Security and untick Suppress Zero Rows:


Refresh your reports and the lines will appear or disapear based on your selection.


Sample Data

Downloaded and installed Forecast 5 and you aren't sure where to start?

We have provided a sample data that will help you see most of the features and benefits that Forecast 5 has to offer.

Import the Sales Demo data found in the program installer files - Head to this path and look for the XML file called Sale Demo - C:\Program Files\Forecast 5 Ltd\Forecast5 3.0

Exporting Slowness

If you are finding the exporting of forecasts or copy forecasts rather slow, we suggest upgrading your SQL Server from the standard LocalDB to SQL Express.

You can download a version from here.

Observed improvements on speed:

Possible Issues of Running WPF Applications in Citrix

While WPF has been around for a while, there may still be issues when running an application based on that technology within a CITRIX Environment.

To help out our customers we have found the following CITRIX articles that may help you get the best performance out of WPF Applications in your environment.


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