Adding Forecasts Manually

Learn to add forecasts manually.

To add a forecast:

  1. Select (Sales) > Forecast and click on (New).
  2. Enter the year and currency.
  3. You can either select a product group or create a forecast for all product groups by leaving the field empty.
  4. Save the record.

    The monthly and quarterly figures are automatically calculated based on the corresponding orders. You can also enter targets manually.