--- title: "Forecasting Page" slug: "weekly-forecasting-forecasting-page" description: "Reference for the weekly and daily Forecasting page showing week/day views, actual vs. forecast comparisons, and location navigation." updated: 2026-02-02T17:03:06Z published: 2026-02-02T17:03:06Z canonical: "docs.restaurant365.com/weekly-forecasting-forecasting-page" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Forecasting Page The Forecasting page provides detailed weekly and daily views of sales and labor projections. Use this page to review totals, adjust forecasts, and manage events that affect sales performance. Forecasts help managers plan labor and operations efficiently based on projected demand. Weekly and Daily Forecasting data appear based on the configuration enabled for each location. --- ## Navigation ****Navigation Menu**** 1. Select **Sales & forecasting** from the left navigation rail. 2. Select **Forecasting.** The page opens according to the location’s forecasting method. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BG0CM48H.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A26Z&se=2026-11-10T01%3A06%3A26Z&sr=c&sp=r&sig=ufiowUb8nTftZndfta0rKgN3d%2FSuyWIl4I3CHmlGg3c%3D) ****Search**** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. Select the page from the results list. > Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A26Z&se=2026-11-10T01%3A06%3A26Z&sr=c&sp=r&sig=ufiowUb8nTftZndfta0rKgN3d%2FSuyWIl4I3CHmlGg3c%3D) --- ## Security Users with the following permission will be able to access the Weekly Forecasting page: - Sales & Cash → Forecasts → Weekly Forecasting → View Weekly Forecasting When access is restricted, an **Additional Access Required** alert appears. Contact an administrator to request the correct permission. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/229899f7-33f2-44a7-85c0-419f6646180d.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A26Z&se=2026-11-10T01%3A06%3A26Z&sr=c&sp=r&sig=ufiowUb8nTftZndfta0rKgN3d%2FSuyWIl4I3CHmlGg3c%3D) **All Forecasting permissions are found in the permission tree as follows:** - Sales & Cash - Forecasts - Forecast Settings - Forecast Configurations - View Forecast Configurations - Create/Edit Forecast Configurations - Weekly Forecasting - View Weekly Forecasting - Adjust Sales Forecast - Publish Weekly Forecast - Customize Projection Dates - Daily Forecasting - View by Hour - View by 15 Minutes - View by 30 Minutes - Adjust Labor Forecast These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Forecasting Buttons and Fields ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-J7CGKHFQ.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A26Z&se=2026-11-10T01%3A06%3A26Z&sr=c&sp=r&sig=ufiowUb8nTftZndfta0rKgN3d%2FSuyWIl4I3CHmlGg3c%3D) | | Field | Description | | --- | --- | --- | | **1** | Location | Displays the location associated with the forecast. Click to select another location. | | **2** | Timestamp | Shows the *Autosave* timestamp and the name of the user who last made changes. | | **3** | Settings | Opens the [**Weekly Forecasting Settings**](/doc/docs/weekly-forecasting-settings) sidesheet. | | **4** | Action Menu | Contains the following options: - [**Import Forecast**](/doc/docs/import-sales-forecast) - Opens the **Import Forecast** screen to download or upload the import template. - [**Import Historical Sales and Entrees**](/doc/docs/import-historical-sales-and-entrees-for-use-in-forecasting) - Opens the **Import Sales & Entrees Template** screen to download or upload the import template. | | **5** | Publish | Publishes the current forecast to make it visible across R365. - Publish displays when creating a new forecast. - Re-Publish displays after editing an existing forecast. - Draft Saved displays when changes are saved but not published. | | **6** | Projection | Identifies the [projection model](/doc/docs/weekly-forecasting-projection-models-and-forecast-metrics#projection-models) used to generate the sales forecast. - Customized appears when projection dates are [manually adjusted.](/doc/docs/weekly-forecasting-customizing-projection-dates) - Imported appears when the forecast data was imported. | | **7** | Metric | Displays the [forecast metric](/doc/docs/weekly-forecasting-projection-models-and-forecast-metrics) used to calculate sales projections (for example, sales or labor). | | **8** | Edit (Pencil) Icon | Opens the projection model or metric for editing. Recalculates forecast results. Available only to users with the **Adjust Sales Forecast** permission. | --- ## Week View Weekly Forecasting provides a week-by-week summary of sales and labor projections. Use it to compare forecasted performance with past results, adjust expected sales, and plan labor scheduling. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-52OD47EM.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A26Z&se=2026-11-10T01%3A06%3A26Z&sr=c&sp=r&sig=ufiowUb8nTftZndfta0rKgN3d%2FSuyWIl4I3CHmlGg3c%3D) | | **Field** | **Description** | | --- | --- | --- | | **1** | View Day Button | Opens the Day View for the first day of the displayed week. | | **2** | Navigation Arrows | Moves forward or backward one week. | | **3** | Week Selector | Displays the current week range. Use the drop-down menu to select a new week: - **Current Week** - Click to change the displayed week to the current week. - **Week After Next** - Click to navigate to the week two weeks after the current week. - **Another Work Week** - Click to select a week from the calendar picker. | | **4** | Review Projection Dates | Opens the [Review Projection Dates](/doc/docs/weekly-forecasting-review-projection-dates-page) page to view or adjust the historical dates used for calculations. This option is disabled for imported forecasts. When new projection dates are available, the button appears in orange. | | **5** | Week Total Column | Displays combined totals for all forecast metrics in the selected week. This field is not editable. | | **6** | Date | Show daily totals for all rows, including weather, sales, and labor data. Weather displays up to 14 days in advance based on the [location’s ZIP Code](/doc/docs/legal-entities-location-record#location-profile). | | **7** | Projected Net Sales | Displays total forecasted sales for the day or week based on the selected forecasting metric. If the projection model has insufficient data, the forecast displays zero sales. | | **8** | Sales Adjustment | Displays manual adjustments applied to the forecasted sales. Sales adjustments are distributed evenly across the location’s [operating hours](/doc/docs/labor-matrix-general-subtab#restaurant-operating-hours). See [**Adjusting Forecasts**](/doc/docs/weekly-forecasting-adjusting-forecasts) for details | | **9** | Sales Forecast | Displays calculated forecast totals and comparative data: - **Last Week**: Shows the actual sales and percentage difference from the forecast. - **Last Year:** Shows the actual sales and percentage difference from the same week in the prior year. | | **10** | Labor Forecast | Displays projected labor hours for the day or week. Labor forecasts appear only if **Smart Labor** is enabled and a supported [**Labor Matrix**](/doc/docs/labor-matrix) is saved. | | **11** | Add Events | Adds events that affect the day’s forecast. Click the plus icon to create a new event. This section appears only if **Scheduling** is enabled. | | **12** | Event Summary | Displays the count of the events for the week. Hover over or click on the event summary to open a list of events. Click 'View Event' to view or edit event details. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BVENB6UK.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A26Z&se=2026-11-10T01%3A06%3A26Z&sr=c&sp=r&sig=ufiowUb8nTftZndfta0rKgN3d%2FSuyWIl4I3CHmlGg3c%3D) | | **13** | Day Events | Lists events for the selected day. Click an event to view or edit its details. For more details about managing events, see the [Events Overview](/doc/docs/manager-tools-events). | --- ## Day View The Day View shows detailed hourly or sub-hourly forecast data for a selected day. Use this view to analyze sales and labor projections within specific time intervals. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XK5MWHLR.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A26Z&se=2026-11-10T01%3A06%3A26Z&sr=c&sp=r&sig=ufiowUb8nTftZndfta0rKgN3d%2FSuyWIl4I3CHmlGg3c%3D) | | Field | Description | | --- | --- | --- | | **1** | **Hour / 30-Min / 15-Min Switcher** | Switches the displayed time intervals between one-hour, 30-minute, and 15-minute segments. | | **2** | **Dayparts** | Displays the defined dayparts for the selected date. See [**Dayparts Configuration**](/doc/docs/labor-matrix-day-parts) for setup details. | | **3** | **Time Interval Column** | Displays forecasted sales and labor totals for each time interval. Click a time segment to change views: - Click a one-hour interval to expand to 30-minute view. - Click a 30-minute interval to expand to 15-minute view. - Click a 15-minute interval to return to hour view. | Use the Day View to identify peak hours, review sales trends, and confirm labor coverage. Access rights granted to users or user roles that dictate what actions they can perform within the system.