--- title: "Adjusting Forecasts" slug: "adjusting-forecasts" updated: 2026-01-22T17:35:05Z published: 2026-01-22T17:35:05Z canonical: "docs.restaurant365.com/adjusting-forecasts" --- > ## 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. # Adjusting Forecasts The [Forecasting page](/doc/docs/weekly-forecasting-forecasting-page) adjusts weekly or daily sales and labor forecasts for a location. Adjustments update the total forecast used throughout R365 for reporting and scheduling. The system automatically generates the initial sales forecast using the location’s default projection model. The projection model and date range can be customized on the [**Review Projection Dates**](/doc/docs/weekly-forecasting-review-projection-dates-page) page. > [!NOTE] > **Note:** The total forecast for a day equals the combined total of all hourly forecasts. Edits made in Week View overwrite adjustments made in Day View for the same day. Forecasts can be viewed and edited in **Week View** or **Day View**: - **Week View:** Apply dollar adjustments evenly across the location’s operating hours. - **Day View:** Apply specific hourly adjustments for finer control. If a [location is closed](/doc/docs/closed-business-days) for a [full or partial business day](/doc/docs/create-a-full-or-partial-closed-business-day-event), forecasts are not generated for the closed period and cannot be edited. - In **Week View**, closed days are marked as *Closed*. - In **Day View**, closed increments (hour, 30-minute, or 15-minute) are marked as *Closed*. - On the **Review Projection Dates** page, full-day closures show *Closed* in the *Projected Sales* header, along with a closure message in the *Projection Dates* section. Recurring weekly closures are set in operating hours within labor hours, while one-off or partial closures are created as events. --- ## How To Adjust and Publish a Forecast Video [Embedded content](https://player.vimeo.com/video/919311371?h=2a369017fb&amp) --- ## 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) **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). --- ## **Adjusting the Sales Forecast** ### **Week View** Follow these steps to view the Week View and apply dollar adjustments evenly across operating hours: > [!NOTE] > **Note:** Editing in Week View overwrites any existing adjustments entered in Day View for the same day. *Click steps to expand for additional information and images.* **1) Open the **Forecasting** page.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z09REZMM.png) **2) Select **Week View.**** > [!NOTE] > The **View Week** button appears when you’re in Day View, and the **View Day** button appears when you’re in Week View. Each button shows the view available next. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EBBUCW18.png) **3) Enter a dollar adjustment for the desired day.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FHZ5FQ2N.png) **4) Click outside the entry field or press **Tab** to save.** The adjusted value updates the total daily forecast and redistributes evenly across the operating hours. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VNX1SI1W.png) --- ### **Day View** Follow these steps to view the Day View and apply hourly adjustments to the forecast: > [!NOTE] > **Note:** When projected sales for an hour are $0, percentage adjustments cannot be entered. Enter a dollar adjustment instead. *Click steps to expand for additional information and images.* **1) Open **Day View.**** > [!NOTE] > The **View Week** button appears when you’re in Day View, and the **View Day** button appears when you’re in Week View. Each button shows the view available next. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GP56B13V.png) **2) Click the **Pencil** icon on the Sales Adjustment line.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2JTYSEF4.png) **3) Enter an hourly adjustment value using one decimal place.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V2M6WGJ3.png) **4) Click outside the entry field or press **Tab** to save.** The hourly adjustments update automatically. Changes appear in the corresponding day’s total forecast. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-B5O787HP.png) --- ## Adjusting the Labor Forecast The labor forecast is calculated from the sales forecast and the location’s **Labor Matrix**. If no Labor Matrix is configured, a labor forecast is not generated. Labor adjustments are available only in **Day View**. Follow these steps to adjust the labor forecast: *Click steps to expand for additional information and images.* **1) In **Day View**, click the **Pencil** icon on the **Labor Adjustment** line.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-L9IKDH7D.png) **2) Enter an hourly adjustment value using one decimal place.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FIQ7PW2K.png) **3) Click outside the entry box or press **Tab** to save.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4R03AF7T.png) > [!NOTE] > **Note:** Adjustments to published forecasts are saved as **drafts** until the forecast is re-published. --- ## Saving and Publishing Forecasts Forecast adjustments save automatically as they are entered. Only **published forecasts** are used throughout Restaurant365. Follow these steps to save and publish forecasts adjustments: *Click steps to expand for additional information and images.* **1) Review and verify forecast adjustments.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QADYXGJG.png) **2) Click **Publish** in the header bar to activate the forecast.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-THNMXLOG.png) --- ## Discarding Labor and Forecasting Edits Follow these steps to remove all edits and return to the last published version of the forecast: *Click steps to expand for additional information and images.* ****1)** Click **Discard Edits** below the date selector.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ADYQGAIT.png) ****2)** Click **Discard Edits** to confirm that all edits should be discarded.** All unpublished adjustments are cleared, and the forecast resets to its last published state. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7SYVM20I.png) --- ## Regenerating a Weekly Forecast Follow these steps to regenerate a forecast: > [!NOTE] > When regenerating a weekly forecast, all projections and manual adjustments are cleared. *Click steps to expand for additional information and images.* **1) On the **Weekly Forecasting** page, click the **Pencil** icon in the header.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Y02YT53S.png) ****2)** If more than one projection model is enabled, select the desired **projection model.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FOE2QFJE.png) ****3)** If more than one forecast metric is enabled, select the desired **forecast metric**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-O5ZV7IUG.png) ****4)** Click **'Recalculate'.**** > The projection model and/or forecast metric do not need to be changed to recalculate the forecast. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BIESWLHH.png) ****5)** Confirm that you want to regenerate the forecast and delete existing adjustments.** > [!NOTE] > The projection model and metric do not need to be changed to recalculate the forecast. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/91a8eae6-c88e-4a7f-89b3-219f107c65cb.png) Access rights granted to users or user roles that dictate what actions they can perform within the system.