As we receive deductions and syndicated data we will track the performance against the live forecast
Confido will then make recommendations for updates to the forecast
To view and take action on these:
Navigate to the Forecast
Click View Recommendations in the box on the top left
A pop up will appear summarizing all of our suggestions
To view click the eye
This will take you to field you should view
Click the red i to view our reccomondation
For more context click into the chart on the right hand side
You can either Accept (for all or some) or Dismiss the recommendations
If accepted the change will propagate through the forecast an can be tracked in the audit log
Understanding Recommendations in Forecasting
Confido utilizes incoming deductions and syndicated data to provide real time forecast suggestions to ensure it's always staying up to date
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Written by Cassie Crail
Updated over 2 months ago