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Building Custom Forecast Reporting in Confido

How to Create Custom Forecast Reporting Within Confido

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Written by Max McLaughlin
Updated over 3 weeks ago

Video Walkthrough:

Leveraging Forecast Reporting in Confido:

  1. Navigate to the Forecast Reporting sub-module under Sales

  2. Click Create Dashboard

    1. Here you have the option to share the Dashboard with all team members or keep the dashboard only viewable for you

  3. After creating a Dashboard, click +Add Report in the top right to create your first visual

  4. After adding a report, you can configure a customer report:

    1. Choose a table or line graph view

    1. Decide whether to include Sales Actuals (Pro Tip: helpful for monitoring forecast accuracy)

    2. Group data by Product, Product Family, or Planning Group

    3. Select time intervals: Weeks, Months, Quarters, or Years

    4. Choose the number of groups to display: Top 5, 10, 15, or 20

    5. Select a metric: Units, Cases, or Dollars

  5. To bring in specific data points, you can filter reports by Product, Product Family, or Planning Group using the Filter icon in the top right

    Screen Recording 2025-08-15 at 1.03.13 PM.mov [video-to-gif output image]

  6. To save the report to your dashboard, click Add Report

Formatting Reports Within Your Dashboard:

  1. The graphs or tables brought in can be resized by dragging the bottom right corner of the component to the desired size

    Screen Recording 2025-08-15 at 1.08.42 PM.mov [video-to-gif output image]

  2. You can exclude information from the graph in the dashboard view by clicking on the item in the legend (and click it again to bring the data back)

    Screen Recording 2025-08-15 at 1.10.05 PM.mov [video-to-gif output image]

  3. Visuals can also be moved around on the page by dragging them from the top left dotted box

    Screen Recording 2025-08-15 at 1.14.15 PM.mov [video-to-gif output image]

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