Entering forecast numbers manually
- Select Scheduling > Schedule Optimization > Forecasting.
- Click Create New Entry.
-
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.
- Select Enter Forecast Manually.
-
Click
Next.
The Forecast page is displayed with a blank forecast in which you supply all the values for the forecast.
-
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.
- Click Save.