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    Configurations
    • 23 Aug 2024
    • 3 Minutes to read
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    Contents

    Configurations

    • Updated on 23 Aug 2024
    • 3 Minutes to read
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    Article summary

    This article is part of weekly forecasting and covers the Configurations tab of the Weekly Forecasting Settings sidesheet.

    The Configurations tab displays all forecast configuration groups for the instance. Each forecast configuration group contains the forecast metric and projection model settings for assigned locations.

    Configurations Tab

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    Field

    Description

    1

    Search

    Search for specific keywords.

    2

    Filter

    Filter column information.

    Learn more about working with smart grids here.

    3

    Configuration Group

    Each forecast configuration group contains the forecast metric and projection model settings for assigned locations.

    Click to view and/or edit the forecasting configurations.

    Configuration Group Columns

    Column

    Description

    Name

    Name of the forecast configuration group.

    Locations

    Locations assigned to the forecast configuration group. 

    If more than one location is assigned, the number of locations will be displayed. Click on the 'Locations' column to view all assigned locations.

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    Created On

    Date that the forecast configuration group was created.

    Created By

    User who created the forecast configuration group.

    Modified On

    Date that the forecast configuration group was last edited.

    Default Configuration Group

     As locations are enabled for Weekly Forecasting, they will be automatically added to the 'Default Configuration' group. The 'Default Configuration' group cannot be deleted. 

     

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    When locations are assigned to other forecast configuration groups, they will be automatically removed from the 'Default Configuration' group. 

    Forecast Configuration Group Details

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    Field

    Description

    1

    Configuration Name

    The name of the forecast configuration group.

    The default configuration group cannot be renamed.

    2

    Locations

    All locations that are assigned to the forecast configuration group. 

    Locations cannot be assigned to or removed from the 'Default Configuration' group.

    3

    Available Metrics Toggle

    Indicates if the forecast metric is enabled as an option for generating the forecast.

    All enabled metrics will be available for use at the associated location(s). When a user manually selects a different forecast metric, the system will recalculate the week's forecast using the selected metric.

    4

    Default Metric Radio Button

    Indicates which forecast metric is the default; this will be the metric that the forecast is calculated and displayed in when initially generated.

    5

    Available Models Toggle

    Indicates if the projection model is enabled as an option for generating the forecast.

    The projection model determines how the system-generated sales projection will be calculated.

    All enabled projection models will be available for use at the associated location(s). When a user manually selects a different projection model, the system will recalculate the week's forecast using the selected model.

    6

    Default Projection Model Radio Button

    Indicates which projection model is the default; this will be the model used when the forecast for a week is first generated.

    7

    Cancel/Save Configuration Buttons

    Cancel - Click to close without saving changes

    Save Configuration - Click to save the forecast configuration group settings

    Edit A Forecast Configuration Group

    Follow these steps to change the configuration settings for a forecast configuration group:

    1. Navigate to the Forecast Settings sidesheet.


    2. Clicking on the desired forecast configuration group will open its 'Edit Forecast Configurations' window.


    3. Enable a minimum of one forecast metric.

    4. Select the desired default forecast metric.

      If the default metric is disabled, the next enabled metric in the list will automatically be set as the default. If no other metrics are enabled, the default metric cannot be disabled.


    5. Enable a minimum of one projection model.

    6. Select the desired default projection model.

      If the default model is disabled, the next enabled model in the list will automatically be set as the default. If no other models are enabled, the default model cannot be disabled.


    7. Click Save Configuration.

    Create New Forecast Configurations

    Users with the Advanced Forecasting add-on will have the +New Configuration button enabled. This allows users to create additional forecast configurations.  

    Advanced Forecasting is an add-on feature that is currently in beta. Please contact your CSM to learn more.

    Users must have the following permission to create or manage forecast configurations:

    • Sales & Cash → Forecasts → Forecast Settings → Create/Edit/Delete Forecast Configurations 

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    When a new configuration is created, users must enter a name, select the locations that the configuration will apply to, and edit the forecast configuration settings as detailed above. 

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    Once saved, the forecast configuration(s) will be listed in the configuration grid where they can be accessed to edit or manage at any time.

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    Delete a Forecast Configuration

    All created forecast configurations can be deleted, if needed. To delete a forecast configuration, first locate the configuration on the Forecast Configurations list that need to be deleted. Click the action menu icon  , and from the dropdown, select Delete.

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    Users will be prompted to confirm the deletion. All locations connected to the deleted figuration will return to the Default Configuration.

     

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