For necessary background, please pre-read Understanding Forecast Adjustments & Freezing before proceeding with this article.

Purpose

This guide explains how to apply a macro-level forecast adjustment when changes affect multiple items at once. These adjustments allow you to scale or overwrite forecasts for groups of products, categories, or locations.

Step 1: Open the Forecast Screen

Go to Forecast from the left navigation pane.
By default, the screen shows all items at the selected location.
Apply filters as needed to narrow the view.
Review the panels:
- Summary panel: Displays sales history, system forecasts, and adjusted forecasts.
- Comparison panel: Displays the same data in yearly buckets, viewable in units, cost, selling price, or margin.
You can view the data in cost price, selling price, margin, or units.
- This uses today’s cost price, so fluctuations are not caused by historical price changes.
- Viewing the data in cost price or units provides the most reliable insights, since selling price and margin can vary with promotions.

Step 2: Apply a Macro Adjustment

Click Adjust Totals.
Select the period you want to adjust.
- To select a range, click the first month (for example, August), hold Ctrl, and click the last month (for example, December).
Choose your adjustment method:
- Percentage increase or decrease (for example, +25% for a seasonal promotion).
- Direct overwrite with a target figure.
Review the impact. The adjusted forecast appears on the summary graph and comparison bar.

Step 3: Manage Frozen Forecasts

Forecasts that have been adjusted at item level are automatically frozen to protect them from being overwritten.
At macro level, you can tick Override frozen forecasts to apply your adjustment to those items as well.
You can also tick Freeze forecasts to lock your new macro-level adjustments, ensuring they remain fixed during the next automatic forecast regeneration.
Both options can be applied together, for example, overriding existing frozen forecasts and re-freezing all updated values.

⚠️ Watchout: Item-level frozen forecasts are usually improved for accuracy. Overriding or re-freezing them may reduce reliability if the data is not reviewed carefully.

Step 4: Save or Undo

Click Apply to save your changes.
Click Undo to discard them before committing.
Model the Change (Optional): Click the Model button to view the graphical impact of your changes before applying them.
- The modeled changes appear as a green line on the Summary panel and a green highlight on the forecast adjustment table.
Once applied, macro adjustments cannot be undone in bulk. If forecasts were frozen at macro level and need to be reverted:
- Reapply corrected forecasts at item level, or
- Contact Support to request a defrost of the affected items, or
- If you have the Advanced Forecasting module, download, adjust, and re-upload the forecast file to overwrite frozen values.

⚠️ Watchouts

Frozen Forecasts: Overriding frozen forecasts at item level may reduce accuracy.

Timing: Only the Cover Forward period (Lead Time + Safety Stock + Replenishment Cycle) affects replenishment orders. Adjusting future months beyond this period has no immediate impact.