Forecast Settings

Under the forecast settings, you can update the Forecast Name and the Timeframe of the forecast. In this option, you can also set a forecast to Master where it will make the current forecast as your primary plan for tracking progress, issue alerts, and team guidance. This will also be reflected on your main dashboard.

There are two options to modify a forecast:

• Adjust Revenue Targets: Update your gross revenue targets and regenerate your forecast accordingly

• Change Forecast Method: Update and switch between different forecasting model or logic

Upload & Replace

The Upload & Replace option will allow you to upload your own forecast and replace any existing projections.

• Export a copy of the forecast you want to replace

• Receive the exported copy from your email

• Use the exported forecast as a template, and update your projections accordingly

Once finished, select the Gear Icon again choose the Upload & Replace option to upload the updated file. Drag and drop your file into the box upload, and click on the Upload button. Your uploaded forecast will now overwrite any existing projections in that same forecast.

When exporting and uploading a forecast, you must use that same template for the forecast you uploaded from. Each exported forecast plan will carry specific scenario ID's which are tied to the forecast you exported from.

Duplicate

Selecting this option will allow you to duplicate your existing forecast and its projections to another scenario plan.

Exporting and Download

When selecting to export your scenario plan, a CSV file will be sent to your email to download. Under the Gear Icon, select the Export and Download option to download a copy of you forecast. This will send over a CSV file to your email.

Once you download the exported forecast, it will display all your items across your channels, along with the number of months you've included for forecasting.

Archive

When selecting the archive selection, your scenario plan will be moved into the archive section. This will make it hidden from all of your active scenario plans.

We store your archived scenario plans if you want to view them again. If you wish to view or revive a plan, ask our support team for assistance at [email protected]