How to configure the forecast view
Configure the time period view for the selected forecast to make the analysis more convenient. For example, display data for January of current year and previous year (Fig. 1).
Fig. 1 Example of configured forecast view
To set up your forecast targets, select specific items for the unit of measure and a time period. To configure the view of the sales forecast by owner for the first three months:
1.Click the [Add] button in the top left corner of the forecast created on the previous step.
2.Select the employees of your company that you want to include in your forecast.
3.In the [View] button menu, select the [Set up time periods] and specify the target months to display in the forecast. In our case: “January 2017”, “February 2017” and “March 2017”.
As a result, a table with indicators of selected employees for three months will be displayed in the created forecast.
See also
