1. User Guide
  2. Administration
  3. Client Relations Administration
  4. Profile Management
  5. Configuring Forecast Types

Configuring Forecast Types

A potential forecast type is a tag that can be attached to a prediction of the business activity and/or revenue expected from a client in specific revenue categories in a given period. For example, suppose you set up a TARGET forecast type. When you load the potential estimates for Company A using the Potential screen, you can specify that the TARGET forecast consists of an expected $3500 in food and beverage revenue and $9500 in room revenue generated by the client in a 3 month period. The Potential screen then enables you to compare the forecasted numbers with actual numbers for the period of interest.

Adding a Forecast Type

  1. From the Administration menu, select Client Relations, select Profile Management, and then select Forecast Types.

  2. Click New and complete the following fields:

    1. Code: Enter a code for the forecast type (for example TARGET, F&B, ROOMS, and so on).

    2. Description: Enter a description for the forecast type code.

    3. Manage Translations: (Appears when the Multi Language function under the General group is active.) Select to open the multi-language descriptions screen and configure a language translation for the description.

    4. Sequence: Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

  3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing a Forecast Type

  1. From the Administration menu, select Client Relations, select Profile Management, and then select Forecast Types.

  2. Enter search criteria and click Search.

  3. In the search results, select the code and click the vertical ellipsis and select Edit.

  4. Update the configuration.

  5. Click Save.

Deleting a Forecast Type

  1. From the Administration menu, select Client Relations, select Profile Management, and then select Forecast Types.

  2. Enter search criteria and click Search.

  3. In the search results, select the code and click the vertical ellipsis.

  4. Click Delete to confirm.

Parent topic: Profile Management