Forecasting

Use forecasting to help reach your sales goals

K
Written by Kim
Updated over a week ago

Use forecasting as a way to plan out your sales year ahead. Select the brand, season, year, and sales rep and then set your targets! 

Set Up Forecasting

  1. Customer's Account

  2. Click on "Forecast" from the tabs at the top of the page

  3. Click "Quick Edit" 

  4. Select : Brand >  Season > Year

  5. Apply : "Target Booked $" and "Target Booked Units" 

  6. Select : Sales Rep > Save Changes

  7. To add additional targets click "Add Line" and repeat process

  8. To remove a line click the "trash icon" to the right of the line

  9. View "Forecast Report" to view the comparisons 

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