> ## Documentation Index
> Fetch the complete documentation index at: https://docs.keystoneb2b.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Forecasts

> View and update sales forecasts by rep and month in Keystone B2B.

<Note>
  **Who this is for:** Brand users and reps. Available when **Show Forecasts** is turned on under **Settings → Platform Settings** (brand administrators).
</Note>

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**.

## Opening forecasts

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

## What you'll see

### 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

### 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.

## 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.

<Tip>
  Forecast widgets on the dashboard (Invoiced Sales Current Month, On Order Sales Current Month, etc.) compare live sales data to these targets.
</Tip>

## Related

* [Dashboard](/features/dashboard) — forecast comparison widgets
* [Reports](/features/reports) — **Account Booking Coverage** and sales summary reports
* [Platform Settings](/settings/platform-settings) — enable or disable forecasts for your brand