User Forecast Example

The user:

1. Creates a new forecast based on the forecast series.

   Users can use the Forecast Summary view to easily find out the forecasted revenue and quantity of the products being forecasted and sold in each quarter of the year.

2. Analyzes all revenue records in the List and Tree view tabs.

3. Makes adjustments for individual products, aggregated revenues for Product Lines, as well as total revenues for some Accounts.

   When changing the revenue or quantity values for a particular product, the adjusted value is automatically rolled up to its parent Product Line and in turn to its immediate parent Account. The same is true for changes to the revenue/quantity values for a Product Line or Account, that is, their respective aggregated values are rolled up to their immediate parent (for example, Account rolls up to Date).

4. Submits the forecast.