# 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.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/2qLimage.png)

#### 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. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/lTeimage.png)
- #### **Export To MS Excel**: To download the report data in an Excel file format. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/HHrimage.png)

### **3. Example of the Report View**

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

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/SlQimage.png)

- #### **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.