Using the Basic View for Forecasts

If more than one profile is assigned to location/revenue center, then you must use the Advanced View.

1. In Reporting and Analytics, click Forecasting, click Forecast, click View or Adjust Forecast, click the forecast you want to view, and then click Basic View.
2. Specify the following parameters for the generated forecasts, and then click Display.

   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.

3. Use the Day and Day Part tabs to filter the forecast information you want to see. The following table describes the information presented:

   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	Shows a reason if the rating requires a reason.

4. To add adjustments to the forecast, fill out the form and click Save. You can select an adjustment and click Delete to remove adjustments.

   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 percent adjustment for Net Sales, Discounts will also be adjusted by 15 percent. 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 percent adjustment for Net Sales, Discounts will also be adjusted by 15 percent. 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.

5. Click Submit.