Sales Forecast

Report Module Guide: Sales Forecast

Module Location

Sales > Sales Forecasting > Sales Forecast

Module Objective

The Sales Forecast report module is used to generate a highly detailed sales forecast report in a matrix format. This report presents daily sales forecast data for each product item and can be filtered by distributor and period, making it a critical input for production and inventory planning.

1. Report Parameters

The main page of this module is a simple form containing several parameters to define the report that will be generated.

Here is an explanation for each parameter:

• Distributor:

  • Use this dropdown to select the report's scope, whether for All distributors or for a specific distributor.

• Month/Year:

  • Select the month and year of the forecast period you wish to view (e.g., 01 / 2017).

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the Distributor and Month/Year parameters according to the data you wish to see.

Step 2: Generate the Report

After the parameters are set, click one of the two buttons at the bottom:

• Display Report: To preview the sales forecast report directly on your screen.

• Export To MS Excel: To download the report data in an Excel file format. 

  

3. Example of the Report View

After you click, the system will generate a detailed report in a matrix format as follows:

• Report Title: SALES FORECAST REPORT.

• Rows: Show the Item Code and Item Name, grouped by product category (KUKIS, CRACKERS, CREAM, etc.).

• Columns: Show the Dates of the month, from the 1st to the 31st, with a Total column at the end.

• Data Cells: Each cell will contain the forecast sales quantity for a specific item on a specific date.

Tips & Important Notes

• This report provides a very detailed view down to the daily level, which is very useful for the PPIC (Production Planning and Inventory Control) team to plan the production schedule.

• To ensure the displayed data is accurate, make sure the forecast data from distributors has been uploaded via the Upload Data Forecast module before running this report.