I was having a review of the wonderful sales pacing dash and thinking about targets and forecast.
I'm wondering if/how people have gone about forecasting a final position based on prior performances and what they used in formulas.
eg:
I was keen to play with sames pacing based on an adjusted forecast target.
Can you tell I'm keen for v16 and predictive modeling?
Does anyone have a shareable dash for forecasting? I've been trying to follow the documentation but not getting results. Additionally, the "analyze this" options are greyed out for me, so I'm obviously missing something!
I was advised that we need a 'Date' Row in place, not a 'Year to Date' or other variant.
That piece is fine - it's when I go to "analyze this" - instead of having the three options, all I have is Forecast Settings. The other two are greyed out. Additionally, the forecast doesn't seem to be showing anything that I would expect, so something is off (I'm sure it's user error....)
You may need to open a help ticket if you aren't seeing the settings that should be there. But it could be you are on a version that is older than what is in documentation? When I open the widget editor, I hover over the values, click on the owl icon, click on forecast and I get this screen.
Hmm, not sure about what to do with that. Good luck!