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 Forecast Types

  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.

      1. Manage Translations: Click link to configure localized descriptions. For more information, see Configuring Localized Code Descriptions. (Available when the Multi Language OPERA Control is active.). 

    3. 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 Forecast Types

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

  2. Enter search criteria and click Search.

  3. Select the forecast type in the search result, then click the vertical ellipsis Actions menu and select Edit.

  4. Update the configuration.

  5. Click Save.

Deleting Forecast Types

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

  2. Enter search criteria and click Search.

  3. Select the forecast type in the search result, then click the vertical ellipsis Actions menu and select Delete.

  4. Click Delete to confirm.

Parent topic: Profile Management