Contents x
    Forecast Configurations Tab
    • 06 Nov 2024
    • 2 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    Forecast Configurations Tab

    • Updated on 06 Nov 2024
    • 2 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    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

    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.

    A screenshot of a computer  Description automatically generated

    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. 

     

     

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

    Forecast Configuration Group Details


    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

    Projection Weeks

    The number of weeks of historical data to be used in the forecast projections.

    Users can select between 3 and 8 weeks.

    6

    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.

    7

    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.

    8

    Save Buttons

    Saves the forecast configuration group settings or changes.

    When editing a configuration, this button will only be enabled when changes are made.

    Was this article helpful?
    What's Next