As well as filtering reporting in Futrli Advisor by Tracking options, you also have the ability to apply Tracking options to Forecast Items. This gives you that option to filter forecasted information down further, especially helpful when comparing that forecasted data against actual results.
Video: Assign a Tracking option to a Forecast Item
Adding a Tracking option to a Forecast Item
To add Tracking to a Forecast, you will need to ensure each Forecast Item has had the appropriate Tracking option applied. You can add Tracking as you create a new Forecast Item, or when editing a Forecast Item. Providing the Organisation itself has Tracking set up, you'll see that all Forecast Items include the option to add a Tracking option:
Filtering a Forecast by Tracking
You might have specific Forecasts for specific Tracking options. If that's the case, you have the ability to filter an entire Forecast by Tracking. In the top menu, you'll see the 'Tracking Filters' option. Click into that and you can filter as necessary:
All Reports (for Organisations that have Tracking set up) will enable you to filter by Tracking. The following Help Guide will give you further information - Filtering Cards with Xero Tracking.