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✍️ How do I override the 5-Out forecast?

Updated over a year ago

5-Out is designed to day-to-day sales with precision. However, if you have a large catering order or event that we would not know about, you should manually add that total amount to the day's forecast by following the steps described below.

NOTE:
You can add an override the same day if needed, but you are unable to add an override for a previous day since 5-Out is designed to be forward-looking. That said, overrides do not inform our Machine Learning, they are simply available to help you stay accurate.

  1. Log in to 5-Out

  2. Navigate to the Forecasts tab by clicking the arrow icon second to the top on the right side menu

  3. Select an appropriate date range at the top:

  4. Scroll down to the third module and click "Edit" next to the date you plan to change:

  5. Fill in the following information:

    1. Baseline Override: defaults to your forecast, but should be changed to $0 if you are closing your location for an event

    2. Events Override: defaults to zero, but should be changed to the event total $ if you are closing your location for an event

    3. Reason: Note why you are changing the forecast

  6. Click save

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