Generate a Top-Down Model

A top-down model is based off your gross sales. The Top-Down approach allows you to enter your sales revenue goals to convert them to a unit forecast.

Warning - You are unable to create a top down forecast until your unit prices are fully up to date within your product catalog.

Steps to generate a Top-Down

1. On the scenario plan flow, select the Use AI Forecast Models button.

2. This reveals options for both Top-Down and Bottom-Up approaches. Select the Top down approach.

3. Within the fly out, enter in your sales goals for your channels based on the given months you've entered.

Tip: You can input your sales goals directly into each cell, or copy and paste an entire row of gross sales into the table.

1. Click the Generate Forecast button to transform your gross sales into unit sales projections. The planning page table will automatically update to display the converted data.

Adjust your Top Down Forecast

1. Select the Gear Icon found in the top right corner, choose Modify Forecast.

2. Click Adjust Revenue Targets

3. A fly out will appear, where you can adjust and edit your revenue forecast by clicking into each cell or pasting your values into each cell.

4. Click Regenerate Forecast, found on the bottom right of the fly out.

Warning - Regenerating a forecast will override any existing cells permanently.