How to Create a Forecast Chart

A Forecast Chart predicts trends based on historical data, helping you anticipate what might happen and make better decisions and plans.
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Step 1: Navigate to the Reports module.

Step 2: Click the 'View Reports' icon on the Reports listing page.

Step 3: Press the 'New Report' button to add new widgets.

Step 4: Enter a 'Report Name.'
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Step 5: Click the 'Add your widget' icon to open platform choices for your template.
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Step 6: Add Your Widget
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a. Create Custom Widget: Click 'Create Custom Widget' to make a new one.

b. Select from your templates: Choose from previously saved widgets.

c. Select from the Revlitix templates: Choose from pre-built templates for convenience.
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Step 7: Select "Creating a Custom Widget" and configure the Forecast Chart if needed.
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Step 8: Widget Name: Give a title for the chart and click the Save icon.
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Step 9: Widget Type: Choose 'Forecast Chart' from the dropdown.
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Step 10: Widget Description: Provide a brief description of the chart.
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Step 11: Forecast Type: Select either Weekly or Monthly.
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Step 12: Channel Name: Choose the relevant channel for the Forecast Chart.
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Step 13: Object: Pick an object from the list for chart development.
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Step 14: Apply To: Populated based on the selected Object.
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Step 15: KPI: Listed according to the chosen Object.
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Step 16: Advanced Settings: Customize color preferences for the chart preview.
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Step 17: Click 'Create Widget' at the top right corner.
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Step 18: Save Report: The Created Widgets will appear under the Report and must be saved for reference.
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The Reports will display all the saved editable widgets as required.
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Following these steps, users can easily create a Forecast Chart to gain insights into future trends and make informed decisions.
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Conclusion:

Creating a Forecast Chart is straightforward and helps users anticipate future trends based on historical data.
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Following the step-by-step guide outlined above, users can easily configure and customize their Forecast Chart to gain valuable insights for better decision-making and planning.