Sales Forecasting from the Map

Modified on Tue, 3 Mar at 12:54 AM

Locate Sales Forecast tool

There are three ways to access sales forecasting from the map:

#1. Map Search Bar Results. Search for a site in map search bar, and then click on the sales forecasting icon

#2. Site's Map Info Window. Run Sales Forecast button is located in the bottom of a map info window.

#3. Analysis Menu in the Core Map Menu. Please select Sales Forecasting tool in the list of Analysis tools.

Create a Sales Forecast Scenario

Click on the button "Create Scenario"

Note: The "Open Questionnaire" button is useful for creating or editing the questionnaire

Enter the scenario's name and description (both fields are required) and hit Submit button.

The system will initiate a Sale Forecast scenario and the info window with site details will appear

Stores and Targets can be excluded from the scenario (note: clicking the checkbox will turn the layer off and on, but clicking the text will display the table and allow you to select and deselect records)

Press Submit and View to finish creating the scenario and to view the results

Review Sales Forecast Scenario

To view and/or edit the existing sales forecast scenario, hit View Scenario button,..

...then select a scenario,

and select View Scenario. (note: clicking on edit scenario allows to rerun sales forecast scenario under modified settings if needed)

Sales Forecast Scenario Results and Reports

After a user hits View Scenario the system will display the key sales forecast values in Sales Forecast Tab

Click on the Reports tab to download Sales Forecast and Analog Reports (Note: view the cannibalized stores by clicking the text on the button Cannibalized Stores)