You can create a new forecast from an Excel template, but you can also use Excel to add more predictions to an existing forecast.
Whether you’re editing any existing predictions, or adding new predictions to a forecast, follow these steps:
Step 1 - Locate the Excel template
Open the forecast you want to add predictions to.
Click the button New prediction.
Select the Excel upload option.
Step 2 - Download the template
If you already have added predictions via Excel, the last uploads will be available to download again from the list. Any new upload will override the previous upload, so make sure not to override any predictions that need to remain.
If there are no previous Excel predictions on this forecast, you can download the blank template.
Step 3 - Update the predictions
Next, fill the template with your predictions making sure to follow the guidelines.
You can:
Keep, change or remove any existing prediction values in the file.
Add any new predictions.
📎NOTE: The uploaded file will overwrite all the values in the forecast.
Step 4 - Upload the template
After you fill in the template, download a copy of it.
Open the forecast, click New prediction, and select the Excel upload option.
In the Update Excel predictions window, drop the file and click Finish.
You can now view and edit your updated forecast.