If more than one profile is assigned to location/revenue center, then you must use the Advanced View.
Table 2-1 Forecast View Parameters
Parameters | Description |
---|---|
Location |
Specify the location for the forecast you want to view or adjust. |
Revenue Center |
Specify the revenue center for the forecast you want to view or adjust. |
Week |
Specify the week for the forecast you want to view or adjust. |
Table 2-2 Forecast Components Information
Column | Description |
---|---|
Forecast Components |
Lists the available forecast components. |
Forecast |
Displays the forecasted values for the forecast component |
Adjusted Forecast |
Displays the adjusted forecast. |
Cumulative Adjustment Percent +/- |
Shows the percentage of adjustment. Increases are shown with a plus (+) symbol and decreases are shown with a minus (-) symbol. |
Cumulative Adjustment Amount +/- |
Shows the monetary amount of adjustment. Increases are shown with a plus (+) symbol and decreases are shown with a minus (-) symbol. |
Actual |
Displays the actual amount of the forecast component. |
Rating |
Displays the rating, based on the configuration of percentages in the Forecast Performance section of Forecasting Admin. |
Reason |
Displays a reason if the rating displayed requires a reason. |
Table 2-3 Forecast Adjustments
Field | Description |
---|---|
Reason Category |
Select a reason category for the adjustment. |
Reason |
Select a reason for the adjustment. |
Adjustment % |
Enter a percentage amount or a monetary amount by which to adjust the component. Enter a minus sign before Adjustment % to produce a decreased forecast. If you enter a value in the Adjustment % field, the Adjustment Amount will update, and vice versa. If you adjust one component, any components with a linked relationship will also update; for example, if Net Sales and Discounts have a 1-to-1 relationship, meaning that whatever amount/percentage Net Sales is adjusted, Discounts will be adjusted by the same, then, when you enter a 15% adjustment for Net Sales, Discounts will also be adjusted by 15%. This relationship is established in Forecast Profiles. If there is no relationship(s), then only the one forecast component will update. |
Adjustment |
Enter a percentage amount or a monetary amount by which to adjust the component. Enter a minus sign before Adjustment to produce a decreased forecast. If you enter a value in the Adjustment % field, the Adjustment Amount will update, and vice versa. If you adjust one component, any components with a linked relationship will also update; for example, if Net Sales and Discounts have a 1-to-1 relationship, meaning that whatever amount/percentage Net Sales is adjusted, Discounts will be adjusted by the same, then, when you enter a 15% adjustment for Net Sales, Discounts will also be adjusted by 15%. This relationship is established in Forecast Profiles. If there is no relationship(s), then only the one forecast component will update. |
Comment |
Enter a comment to explain the adjustment. |
Related Topics
Parent topic: Using Forecasting and Budget