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Who this is for: Brand users and reps. Available when Show Forecasts is turned on under Settings → Platform Settings (brand administrators).
The Forecasts page helps brands and reps track monthly sales targets against invoiced and on-order performance. Forecast data feeds dashboard widgets and reports like Sales vs Forecast.

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Opening forecasts

Go to Forecasts in the left sidebar. If you do not see it, your brand administrator may have forecasts disabled.

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What you’ll see

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Summary and charts

  • Summary tiles — high-level forecast totals for the selected period
  • Total company forecast chart — brand-wide forecast vs. actual trend; toggle last-year comparison
  • Per-rep charts — brand users see a chart for each sales rep (reps see only their own data)
  • Forecast ratio table — month-by-month forecast attainment ratios

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Forecast table

The table at the bottom lists forecast entries you can review and update. Brand users see forecasts across reps; reps see their assigned accounts.

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Updating forecasts

  1. From the Forecasts page, open Update Forecasts (or go to Forecasts → Update).
  2. Edit monthly forecast amounts by rep or account as your brand’s workflow requires.
  3. Save your changes — updated targets appear on the dashboard and in forecast reports.
Forecast widgets on the dashboard (Invoiced Sales Current Month, On Order Sales Current Month, etc.) compare live sales data to these targets.
  • Dashboard — forecast comparison widgets
  • Reports — Account Booking Coverage and sales summary reports
  • Platform Settings — enable or disable forecasts for your brand