Sales Forecast Details

The sales forecast details page shows all information about a specific sales forecast.

It has the following sections:

• Forecast overview – summary statistics and chart for a selected product.
• Forecast input table – product-level forecast data entry and review.

Jump to:

1. Adding items to the forecast
2. Forecast overview
3. Forecast input table
4. Running an AI forecast
5. General and Detailed views
6. Linking a forecast to the MPS

Adding items to the forecast

To add products to the forecast:

1. Click the Add items + button above the input table.
2. In the pop-up, select the products to add from the item selection table.
3. Click Add.

Please note that up to 100 products can be included in a single forecast. A maximum of 20 products can be added at a time. For more details, see Sales forecasting limits.

When new products are added, the AI forecast is automatically queued for them.

Forecast overview

The forecast overview section provides summary statistics and a chart for a selected product.

To view the overview for a specific product, select it from the autocomplete field at the top of the section. The selection affects both the summary table and the chart.

The summary table displays aggregated forecast data, grouped by configurable time periods. The default grouping depends on the forecast horizon: 3 months for a 3-month horizon, 6 months for a 6-month horizon, etc.

The table shows:

• Forecast total – the sum of all monthly forecast values within the grouped period. Shown when a monthly grouping (3, 6, or 12 months) is selected.
• Estimated year total – replaces "Forecast total" when the calendar year grouping is selected. This metric provides a projected annual quantity by combining actual sales data for months that have already passed with forecasted values for the remaining months of the year. This allows comparing the full-year outlook across calendar years, even when some months have not yet elapsed.
• Change vs previous period – shows whether demand is increasing or decreasing between consecutive periods, expressed as an absolute quantity difference.
• Change vs previous period (%) – the same comparison expressed as a percentage, making it easier to assess the magnitude of change across products with different volumes.

For the first period, the change values are calculated using actual historical data, if available.

The chart displays historical sales data and forecasted values by month for the selected product.

Forecast input table

The forecast input table is where you enter the expected sales quantities for each product, month by month.

Each product is listed as a row, and each month of the forecast period is a column. To enter or edit a forecast value, click on the cell for the desired product and month.

The forecast input table supports two display modes, General view and Detailed view, which can be toggled using the tabs above the table. See "General and Detailed views" below for details.

Running an AI forecast

The AI forecast generates demand predictions for each product based on its historical customer order data. The system uses all available order history, specifically, the total ordered amounts and delivery dates of customer orders. Orders in statuses "Quotation" and "Cancelled" are excluded.

To run the forecast, click the Run forecast button above the input table. A loading alert is displayed while the values are being generated. Once complete, the forecast values are populated in the input table.

The Run forecast button replaces empty and previously AI-generated values with new predictions. Manually entered values are not overwritten.

Please note that if the forecast period is entirely in the past, the Run forecast button is disabled.

General and Detailed views

The forecast input table can be toggled between two views using the tabs above the table.

The General view shows only the forecast value row for each product.

The Detailed view shows additional rows for each product:

• Actual – the actual quantity of products sold in that month. Displayed for months that are in the past.
• Previous year – the sales quantity for the same month from the previous year's history.
• Year-on-year change (%) – shows how the forecasted quantity compares to what was actually sold in the same month last year, expressed as a percentage.

Linking a forecast to the MPS

Sales forecasts can be linked to the Master Production Schedule (MPS) to use forecast values for production and procurement planning. For details on how to link a forecast in MPS, see the Master Production Schedule (MPS) page.