How to Create a Forecast

Quickly build a 12 month forecast by leveraging our AI models, with just a couple of clicks. Let's get started below!

In order to start creating your first forecast, please ensure that your master product list has been uploaded to Moselle. For more information click here.

Note: You may see the term "Scenario Plan" in some parts of Moselle. This is a legacy name that refers to forecasts.

Creating a New Forecast

Navigation

1. Select Forecast from the left hand sidebar.

2. Click the + Create Plan button.

3. Follow the wizard to create your forecast.

Setup Steps

1. Give your forecast a name (e.g., "November Plan")

2. Enter your forecast start date and how many months you want to plan ahead

3. Optional: Check the master plan checkbox if you'd like to set this as your master forecast

4. Click the Next button at the bottom right

5. Choose how to populate your forecast:

   • a) Upload your own forecast

   • b) Use AI forecast models

6. If using AI forecast models, select from:

   • a) Top Down

   • b) Bottoms Up

Tip: A common approach in Moselle is to select one of our machine learning models to forecast the next 12 months, then export it, make edits, and re-upload. This allows you to build a 12-month forecast in minutes instead of days or weeks!

Manually Uploading a Forecast

You can export an existing forecast, make manual adjustments, and re-upload it to Moselle.

Export Your Forecast

1. Navigate to your Forecast page

2. Click the Gear Icon

3. Select Export / Download

4. Check your email for a file named projections_[...].csv

Edit the Exported File

When editing the exported file, keep these guidelines in mind:

• Keep these columns intact: scenarioPlanId, itemId, channelId — these are required for the upload to work correctly

• You can delete: Any rows or date columns you don't need

• Important: Do not change the date format in the month columns (keep it exactly as exported)

Upload Your Changes

1. Make your edits to the forecast values

2. Save the file

3. Upload the file back into Moselle through the forecast upload interface

4. You will receive a push notification when the upload is complete

Modifying an Existing Forecast

You can adjust settings and regenerate your forecast without creating a new one.

Access Forecast Settings

1. Navigate to your Forecast page

2. Click the Gear Icon at the top right corner

3. Select Modify Forecast

Adjust Revenue Targets

Update revenue goals for specific sales channels. This is particularly useful when:

• You need to update goals for newly split channels (e.g., Amazon USA vs Amazon Canada)

• Your original revenue goals were set before channel splits occurred

• Revenue targets have changed since the forecast was created

To update revenue targets:

1. Click Gear Icon → Modify Forecast → Adjust Revenue Targets

2. Enter updated revenue goals for each channel

3. Click Regenerate to update the forecast with new targets

Common Issue: If you created revenue goals before channels were split (e.g., when Amazon was one channel instead of Amazon USA and Amazon Canada), your goals may only appear for one of the split channels. Update revenue targets for all channels and regenerate to fix this.

Managing Your Forecasts

Navigation

Your list of active forecasts appears on the Forecast landing page. You can navigate between your Master forecasts and Previous forecasts.

Forecast Details

Each forecast displays:

• Forecast name

• MAPE score

• Author who created the forecast

• Creation date

• Last updated timestamp

Forecast Actions

Click the three dots (⋮) on any forecast to:

• a) View and Edit

• b) Duplicate

• c) Archive

Warning: Archiving a forecast will remove it from the list indefinitely.