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Approving/Sign-Off Forecasts

A guide on signing off weekly forecasts for your sites via the VIEW HOUSES screen.

Jonathan Eve avatar
Written by Jonathan Eve
Updated over 5 years ago

  • Once signed off you will receive notifications if the sales and labour forecasts are adjusted outside a pre-set "buffer"
    (usually to set to +/- £100 for sales & +/- £25 for labour but can be adjusted to suit your businesses' needs)

  1. Navigate to the VIEW HOUSES screen

  2. Once loaded, user the FILTERS box to select the week you wish to sign off and click SEARCH;

3. The forecasts will load and you can review the sales and labour for each of the sites. If you're happy with the forecast that has been input, simply click the house number in the left hand column to sign off the forecast;

4. You will receive a green-tick to confirm that the forecast has been signed off. You can hover over the confirmation to find out who signed it off and the time it was signed off;

5. If the forecast is changed, you will receive an email to alert you of changes (and which site), which will allow you to review and re-sign off as required by repeating the above steps.

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