How to create working forecast profiles.
See article for how to create an Excel forecast profile.
Forecast > Forecast profiles
Select Click here to create a new forecast profile.
Enterprise
- Dynamic – volume, service level, shrinkage, staff requirements – can choose up to 99 weeks in past – averages volumes into 1 week.
- Static – can choose volume, service level, shrinkage, staff requirements – choose weeks – can be non-consecutive – must be full weeks.
- Date range – volume, service level, shrinkage, staff requirements – choose date range of consecutive days – doesn’t have to be full weeks.
- Excel data – can be volume, service level, shrinkage, staff requirements. Typically used when there isn’t an ACD.
- Manual data entry – volume, service level, shrinkage, staff requirements – choose Excel or manual entry.
- Static profile from special calendar events – volume, service level, shrinkage, staff requirements – must create special event first and then choose it in the profile - choose # of past weeks (up to 99) – for recurring holidays, can also use static profile.
Essentials
- Dynamic – volume, service level, shrinkage, staff requirements – can choose up to 99 weeks in past – averages volumes into 1 week.
- Static – can choose volume, service level, shrinkage, staff requirements – choose weeks – can be non-consecutive – must be full weeks.