Forecast Settings tab
The Forecast Settings tab is used to define the
forecast levels enabled for the business area and to determine the date the first forecast
period begins. You must enable at least one forecast level to move to the next step in the
Initialization Wizard. If no forecast level is enabled, an error message is displayed upon
moving to the next step in the wizard.
A Bar chart provides a graphical representation of the forecast levels by indicating the forecast which is generated and used in the Net Forecast.
You must specify this information in the Forecast Settings tab:
- Forecast From Date
- The date on which the first forecast period begins.
- Automatic Generation Time (UTC)
- The time (UTC) the forecast is generated automatically on the first day of the period in
the forecast level.Note: You must specify a value in this field when the Forecast From Date field value is not specified.
- Forecast Level
- The name of the Forecast level. Possible values:
- Freeze Forecast
- Tactical Forecast
- Strategic Forecast
Note: The value cannot be modified. - Display Name
- The name that is displayed for the forecast level.Note: If the value is not specified, the Forecast Level is used.
- Forecast Engine
- The Forecast engine used for generating forecasts at the specified Forecast Level.
- Period Type
- The
type
of period used
for the forecast level. Possible values:
- Days
- Weeks
- Months
Note:- The value cannot be modified.
- By default, the value is set to Weeks if the Forecast Level is set to Tactical Forecast.
- By default, the value is set to Months if the Forecast Level is set to Strategic Forecast.
- Periods Used
- The number of periods at the specified forecast level to use in the consolidated Net
forecast value.Note: This value must be lower than the All Periods field value.
- All Periods
- The total number of periods for the forecast level.
- Manual Value
- Indicates the forecast generation process. Possible values:
- On: Forecast is manually generated by the user.
- Off: Forecast is generated by the forecast engine.
- Include MI
- Indicates whether Market Intelligence is included in the forecast level. Possible
values:
- On: Market Intelligence is included in the Forecast Level.
- Off: Market Intelligence is not included in the Forecast Level.
- Enabled
- Indicates whether the forecast level is created and available. Possible values:
- On: Forecast level is created and available.
- Off: Forecast level is not created.
- Forecast Retention Period
- The number of Forecast level versions that are retained. The possible values range from
1 to 13. Note: These field values are defaulted based on the Forecast Level selected:
- Periods Used
- All Periods
- Manual/Imported Value
- Include MI
- Enabled
- Forecast Retention Period
This table lists the default values for Forecast Settings:
Forecast level | Forecast engine | Period type | Periods used | All periods | Manual value | Include MI | Enabled | Forecast retention period |
---|---|---|---|---|---|---|---|---|
Freeze | None | Weeks | 2 | 2 | No | No | Yes | 13 |
Tactical | Best ML Combinations Week | Weeks | 26 | 52 | No | Yes | Yes | 13 |
Strategic | Best ML Combinations Month | Months | 24 | 24 | No | Yes | Yes | 12 |