Entering forecast numbers manually

  1. Select Scheduling > Schedule Optimization > Forecasting.
  2. Click Create New Entry.
  3. Specify this information:
    Name
    Specify the name of the forecast.
    Description
    Specify a brief description of the forecast.
    Location
    Select the store location to which the forecast applies using the lookup. Available locations are listed in a hierarchy in the Location lookup window.
    Forecast Start Date
    Select the start date of the forecast range using the calendar lookup.
    Forecast End Date
    Select the end date of the forecast range in the calendar lookup.
  4. Select Enter Forecast Manually.
  5. Click Next.
    The Forecast page is displayed with a blank forecast in which you supply all the values for the forecast.
  6. Specify this information:
    Budget Methodology
    Select the global budget methodology to apply to the forecast from the drop-down list.
    Volume
    Specify the anticipated amount of the volume indicator for each day of the forecast in the appropriate field. For example, if you are creating a revenue forecast for one week of a store, type the revenue the store is forecasted to earn on each day in the day’s Volume field.
    Distribution
    Select the distribution that is applied to the volume for the individual days in the forecast from the drop-down list. The volume for the given day is distributed across the day’s intervals using the selected distribution.
  7. Click Save.