Forecast by Item Summary Report
The Forecast by Item Summary report shows the sales forecast by item for the date range on the report.
The report includes the quantity sold and the calculated forecast amounts for each item. For more information on forecasting, read Sales Forecasting.
If you use the Advanced Forecasting feature, only estimates with the forecast type set to the medium (Most Likely) are calculated in this report.
If you customize this report by adding an additional column, ensure that you understand the type of information the new column will provide. Columns with similar descriptive headings provide different values. For example, the Est. Gross Profit (transaction) column provides results that are different from the Est. Gross Profit (Line) column. The Est. Gross Profit (transaction) column searches lines that satisfy the criteria and then sums the transaction level gross profit for each line. The Est. Gross Profit (Line) column searches lines that satisfy the criteria and then sums the line level gross profit for each line.
To view the Forecast by Item Summary report:
Go to Forecast > Reports > Forecast by Item.
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