Try it free

Use the built-in forecast

  • Latest Dynatrace
  • Tutorial
  • 5-min read
  • Published May 26, 2026

Dynatrace provides a built-in forecast based on your consumption patterns, and you can enhance it with business context to build a budget-adjusted projection.

Who is this for?

FinOps practitioners, engineers, and platform team leads who want to understand the Dynatrace built-in forecast, decide when to trust it, and enhance it with business context they already know.

What will you learn?

In this tutorial, you'll learn how to:

  • Read the built-in Account Management forecast and recognize its components.
  • Decide when to challenge the forecast and layer in business context.
  • Adjust POC-to-production planning for realistic projections.
  • Act on forecast variances using a decision table.

Before you begin

Prerequisites

  • Access to Account Management with Subscription viewer permissions.
  • At least 15 days of consumption history.

Use the built-in forecast

1. Read the built-in forecast

Once you have at least 15 days of consumption history, Account Management provides automated forecasts. To see these, go to Account Management > Subscription > Overview.

The built-in forecast becomes available once your account has 15 or more days of cost data. For newer accounts or after major environment changes, use the DQL run-rate tutorials instead. For more information, see Forecast run rate.

Here's what's included in an automated forecast:

ComponentDescriptionUse case

Median forecast

Most likely end-of-period consumption.

Primary planning number.

Upper bound

Higher-end projection accounting for variability.

Conservative / worst-case planning.

Lower bound

Lower-end projection.

Best-case scenario.

Forecast event

Alert when forecast exceeds commitment.

Early warning system.

The built-in forecast is reliable for stable, mature environments with consistent usage patterns. Treat it with caution when:

  • Your environment had major changes in the last 30 days (new apps, migrations, decommissions).
  • You have less than 30 days of data.
  • You know of planned workload changes not yet reflected in consumption.

In these cases, layer your own business context on top, or use DQL-based run-rate queries for a more grounded projection.

2. Enhance the forecast with business context

Dynatrace forecasts are consumption-based. They don't know about your roadmap. You add value by layering in what you know.

Here's how to use your business context to enhance the automated forecasts:

Dynatrace median forecast (baseline)
+ Planned workload additions
- Planned retirements / decommissions
+ Anticipated organic growth
± Seasonal adjustments
─────────────────────────────────────
= Business-adjusted forecast

And here's that calculation with some example figures:

ComponentValue

Dynatrace median forecast (end of period)

$480,000

+ New application launching Q3 (estimated)

+$40,000

− Legacy system retirement Q2 (estimated)

−$25,000

+ Organic growth adjustment (10%)

+$48,000

Business-adjusted forecast

$543,000

Document your adjustments, because serve as a record for forecast accuracy reviews at the end of the period.

3. Plan for POC-to-production transitions

This section is relevant if you have a Proof of Concept (POC). For everyone else, you can skip to the next step.

POC consumption often misleads planning. A single, lightly configured environment with minimal retention and everything enabled for exploration is not representative of your production footprint. Before you treat your POC forecast as a baseline, account for these factors:

FactorTypical in POCTypical in productionPlanning adjustment

Environments

1

3+ (dev, staging, prod)

Multiply by number of environments

Host / pod scale

Small sample

Full fleet

Scale up proportionally

Retention settings

Default (short)

Compliance-driven (longer)

Add retention costs for each capability

Features enabled

Everything on for trials

Right-sized per environment

Often lower per unit than POC suggests

Cost allocation

Not configured

Tags applied

No cost impact, but needed for showback

Here are tips for how to successfully transition from a POC to production environment.

  1. Review your POC consumption in Account Management > Subscription > Overview.
  2. Identify scale differences. How many more hosts, pods, or environments will production add?
  3. Adjust for any additional environments (dev, staging each consume separately).
  4. Factor in longer retention periods if production compliance requirements differ from POC defaults.
  5. Document your assumptions explicitly. They're the baseline for your first production forecast review.

For a per-host cost estimate based on your existing fleet, use the DQL approach in Forecast costs for new resources.

4. Act on forecast variances

You might notice that your actual costs consistently vary from the automated forecasts. Here's how to identify when you need to act:

SituationSignalAction

Slightly under (<10%)

Normal variance

Monitor; no action needed.

Significantly under (<20%)

Potential under-use

Review whether value is being left on the table.

Consistently under

Over-committed

Consider commitment reduction at renewal.

Trending over (10–20%)

On-demand usage likely

Initiate optimization review; alert stakeholders.

Significantly over (>20%)

Budget risk

Escalate, implement optimization measures, consider commitment adjustment.

Congratulations!

You can now use the built-in Account Management forecast as part of your DPS planning. Specifically, you can:

  • Read the median, upper-bound, and lower-bound projections.
  • Recognize when to challenge the forecast and apply business context.
  • Adjust POC consumption baselines for production scale.
  • Choose appropriate response actions when actual costs deviate from the forecast.

Next steps

  • Calculate a data-driven run-rate projection with DQL. For more information, see Forecast run rate.
  • Estimate cost before onboarding new hosts. For more information, see Forecast costs for new resources.
  • Set a forecast event alert in Account Management. For more information, see Cost Controls.

Related topics

  • Forecast costs with run-rate projections
  • Forecast costs for new resources
  • Control
  • Account Management
Related tags
Dynatrace Platform