Quick Answer: Above your forecast table, click + Custom View, name the view, and select the product Line, Sub-line, and attributes you want to filter to. Click Save and the table filters down to just those items. Setup takes about 1 minute.
A Custom View is a saved filter for your forecast table, scoped to a specific product line, sub-line, or set of attributes. Instead of scrolling through every SKU in your catalog, you narrow the table down to the slice you actually want to review — like a single season, product line, or color.
Focus your review — See only the SKUs relevant to the plan you're working on
Reuse your filters — Save a view once and revisit it anytime from that forecast
Drill down further — Combine line, sub-line, and attribute filters for a precise slice
Time Required: 1 minute Difficulty: Beginner
Before you begin, make sure you have:
Once a view is saved, click the pencil icon on it to reopen the flyout:
Adjust name, line, sub-line, or attributes, then click Save
Updates the view with your new selections
Click Delete View
Removes the view from that forecast
Answer: No. A Custom View only filters what you see in the table — it doesn't edit, hide, or remove any projections from your forecast.
Answer: A Custom View is saved on the forecast it was created in, so anyone with access to that forecast can use it.
Answer: Yes. Selections across Line, Sub-line, and Attributes all apply together, so you can narrow down to a precise slice of your catalog.
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