Forecast

In this section the user is lead through the main data maintenance steps in the application. The most work is done by the application, the user only needs to overview the results, and change them if it's needed. To do that the user can follow the workflow: Pages in the Forecast section are the main data flow of the application. The data is cleaned and can be reviewed on Data Cleaning, and the calculated forecast can be reviewed on Forecast Results.

1. step: Data cleaning

2. step: Forecast review

3. step: Summary totals

4. step: Export results

Below the Forecast section you can reach the following pages associated with workflow steps:

• Data Cleaning
  • Data cleaning graph
  • Data cleaning table
  • Records overview
  • Navigation in the records list
  • Filtering in the record list
  • Approve all or selected only
  • Calculate forecast
  • Viewing results
• Forecast Methods
  • Set up forecast method based on records' segmentation
  • Set up forecast methods for each record
  • Recalculate forecast
• Forecast Review
  • Forecast graph and table
  • Arriving to the Forecast Review page
  • Forecast settings
  • Current Record
  • Navigation in Record list
  • Forecast Filters
  • Recalculate selected record
  • Approve forecast changes
  • Next steps
• Summary Totals
  • Summary totals chart and table
  • Summary totals filters
  • Next steps
• Export Results