As a manager you need to adjust the forecast roll up to corporate. This report allows you to view your Forecast compared to the Top Down Budgets.
Please follow the below steps to ensure accurate, useful forecasting information.
TOPDOWN FORECAST
The Top Down Budget Attributes (Outlet – Office – Rev Type) must match your Top Down Forecast Attributes (Outlet – Office – Rev Type) to ensure accuracy for Digital, Local, National & Political. You can find your TopDown Forecast (Formerly known Forecast Adjustment) on the Navigation Pane on the left side under “TOPDOWN FORECAST”.
Enter in your forecast number into each month. No more calculations or negative numbers! For example, if your Salespeople are saying it’s going to be $2 million in June for Digital, but really you think it’s going to be $1.75 million then you simply just need to enter in $1.75 million in June for Digital.
There should only be four total budget rows for each Outlet matching the below Offices and Rev Types.
When you click on each month, you can see how your forecast compares to the TopDown Budget Values and the Bottom Up Forecast Values. You can view the Total by Quarter as well as view the Grand Total for the entire calendar year. Below numbers are for illustration only and do not represent real totals.
ON A WEEKLY BASIS
Review Market-Office Top Down Forecast Report.
To access this report, please follow the below steps:
1. Navigate to Reports -> Forecast & Deals tab -> Market-Office Top Down Forecast Report.
2. Set the below options to see where your Weighted forecast (TY Booked + Weighted Pending) currently stands.
- Hierarchy: Market, Outlet, Office and Rev Types
- For Time Frame: This Quarter
- Roll Up Results By: Month
- Show pending as: Unweighted
- Budget Type: Top-Down
3. On Filters tab, you may select or not select various data points or groups within the report.
4. Click Run button to run the report. Once the report is run, the screen will display the report based on the Options and Filters selected. A view like the below will appear.
Note that you can export the data into Excel or save this report as a favorite.
- Download Icon - in the drop-down a user can select to export the data in either a .csv format or Microsoft Excel format. Clicking the icon next to the drop down will download the report in the selected format.
- Favorite Icon - clicking the Star icon will allow you to save the report has a favorite. Once saved as a favorite, the report can be shared to other users. Please click here to learn more about favorite report.