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How do I adjust forecasts at a group (macro) level?
How do I adjust forecasts at a group (macro) level?
Judi Zietsman avatar
Written by Judi Zietsman
Updated over 4 months ago

To change the forecast for the entire location or group of items at a location, select the “Adjust totals” button on the Summary panel on the Forecast screen.

This will allow you to select the months for which you would like to adjust the forecast, and indicate the forecast adjustment for those months. You can either manually type in the percentage adjustment for each of the chosen months, or use the slider at the bottom of the screen to adjust all the forecasts for the month by the same percentage.

You could also manually type in the percentage increase per month, which would be useful in the case where the increase per month differed.

You can select the “Model” button which will allow you to have a look at what your forecast changes look like graphically before applying it on the macro level. The changes will be visible via a green line on the Summary panel, a green area on the bar of the olive forecast on the Comparison panel and a green highlight on the forecast adjustment table.

If you are comfortable with the changes, you may then click “Apply.”

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