Continued Education (Tips & Tricks)

Error Management

Auto-Update Forecast

Understanding "Weeks to Retail"

Encountering Negative Values in the All Other Bucket

Creating Pre-set Lifts

How is the Distributor Section Calculated?

Seasonality Deep Dive

Forecasting Date Ranges

Forecasting Prediction Parameters

Understanding Manual Overrides

How Revenue Uploads Are Used By The Forecast

How Does Base Velocity Work?

Avoiding Double-Counting of Data From Revenue Sources

Why is the "Forecast Sales" button Greyed Out?

Using Alternative Sources for Forecast Data

All Other Customers & The Forecast Sales Button

Planning Promotions For Distributors

Quickly Adjusting Promotional Lifts

Toggling Between Units & Cases

You can now toggle between units and cases! This is also available in the export. Please note, when in the cases view, volume cannot be adjusted. Forecasting must occur at the selling unit level. Unit to case conversions are entered in an item’s profile within the Mange > Product section.

Viewing Promotions within the Forecast

Easily jump into your promotions, right from your forecasting view. No need to toggle back and forth between tabs or the separate modules. We hope you enjoy this gain in efficiency.

Setting a Default View

Save the view you most often prefer when utilizing the forecast. This can particularly save time when working on a specific customer or product throughout the day.