Customizing projection dates refines how sales forecasts are calculated. It allows users to include or exclude specific historical dates that influence daily projections. Use this feature to remove outliers, add comparable dates, and ensure each projection reflects realistic expectations before publishing.
When a forecast is generated, the selected projection model determines which dates are used to calculate sales projections. The Review Projection Dates page shows which dates are included or excluded from the calculation.
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Select Sales & forecasting from the left navigation rail.
Select Forecasting.
Select Review Projection Dates.
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Security
Users with the following permission will be able to access the Weekly Forecasting page:
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
These permissions can be added to custom user roles or individual users. The Permission 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.
About Projection Dates
Each forecast day calculates projected sales using selected historical dates.
Adjusting projection dates helps fine-tune sales forecasts by eliminating anomalies or adding relevant historical comparisons.
Working with Included Dates
Adding Projection Dates
Each forecast day supports up to 25 projection dates total (combined between Included and Removed).
Manually added dates appear with a calendar icon.
When new dates are added, the projection model automatically changes to Custom.
Click steps to expand for additional information and images.
1) Navigate to the desired week or day.
2) Click Review Projection Dates.
3) Select a the same-day or a future date.
4) Click Add Date.
5) Select a historical date from the date picker.
Dates already in Included or Removed cannot be selected.
Only dates from the past two years can be added.
Dates with zero-dollar sales are excluded.
6) Click OK.
7) To add more, click Add Another Date, then repeat step 5 and 6. (Optional)
8) When finished, click Apply.
9) Click Apply Changes.
Leaving the page without applying changes discards all date adjustments.
Note: Applying changes does not publish the forecast or remove manual adjustments.
To publish, see Publishing Forecasts.
Remove Included Projection Dates
Click steps to expand for additional information and images.
1) Navigate to the desired week or day.
2) Click Review Projection Dates.
3) Scroll to the Included section.
4) Click the Minus icon next to the date to remove it.
5) Click Recalculate.
The removed date moves to the Removed section.
6) Click Apply Changes.
Leaving the page without applying changes discards all date adjustments.
Note: Applying changes does not publish the forecast or remove manual adjustments.
To publish, see Publishing Forecasts.
Working with Removed Dates
Include Removed Dates
Click steps to expand for additional information and images.
1) Navigate to the desired week or day.
2) Click Review Projection Dates.
3) Turn on the Show Removed toggle.
4) Click the Redo icon next to the date.
Dates with no sales cannot be re-included. The Redo icon is disabled for those entries.
5) Click Recalculate.
6) Click Apply Changes.
Leaving the page without applying changes discards all date adjustments.
Note: Applying changes does not publish the forecast or remove manual adjustments.
To publish, see Publishing Forecasts.
Deleting Manually Added Dates
Click steps to expand for additional information and images.
1) Navigate to the desired week or day.
2) Click Review Projection Dates.
3) Turn on the Show Removed toggle.
4) Locate the date with the calendar icon.
5) Click the Trashcan icon to delete it permanently.
6) Click Apply Changes.
Leaving the page without applying changes discards all date adjustments.
Note: Applying changes does not publish the forecast or remove manual adjustments.
To publish, see Publishing Forecasts.
Publishing and Restrictions
Working with Past Dates
Projection dates for past days can be viewed but not edited.
If a forecast was never generated for a past day, a message appears:
“The forecast for this date was never generated for this location.”
Adjusting Published Forecasts
If unpublished projection date changes exist in a published forecast, a warning appears on the Weekly Forecasting page.
To remove changes:
Click steps to expand for additional information and images.
1) Click Discard Edits.
2) Confirm to delete projection date and manual adjustments.
