# Sales Forecast Inbox

### **Module Guide: Sales Forecast Inbox**

#### **Module Location**

#### Sales > Sales Forecasting > Sales Forecast Inbox

#### **Module Objective**

#### The **Sales Forecast Inbox** module serves as the approval center for all sales forecast data that has been uploaded to the system. This module is used by a manager or an authorized leader to conduct a review and provide final approval before the forecast data becomes the official benchmark for production planning and other operational activities.

### **1. Main View (Forecast List)**

#### The main page of this module is an "inbox" that displays all forecast documents requiring your action.

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

#### **View Explanation & Filters**

#### This page provides a summary of all forecasts that are awaiting approval.

- #### **Filters**: You can search for a specific forecast by **Forecast Code** or a date range (**Date From / Date To**).
- #### **Request List**: The table below will display all forecast documents awaiting action. The table currently shows "...No Record...".

#### **Column Explanation**

- #### **Forecast Code**: The unique code of the submitted forecast document.
- #### **FC Status / Approval**: Icons that indicate the document's status and the approval process status.
- #### **Month Period / Year Period**: Shows the month and year period of the forecast data.

#### **Button Functions**

- #### **Approve**: The main action button to approve one or more selected forecast documents.

### **2. Approval Process Steps**

#### The following is the standard workflow for an approver.

#### **Step 1: Access the Inbox**

#### Open the **Sales Forecast Inbox** module to see the list of forecasts that require approval.

#### **Step 2: Review the Forecast Details**

#### Click on one of the rows in the table to open its detail view. In the detail view (which will likely open the **Sales Forecast** report), you can check the forecast details per item and per day.

#### **Step 3: Provide Approval**

#### After you have reviewed and are certain about the submitted forecast data:

1. #### Return to the main **Inbox** page.
2. #### Check the box in the leftmost column for one or more forecast rows you wish to approve.
3. #### Click the **Approve** button located in the bottom-left section of the page to process the approval. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/JjVimage.png)

### **3. Workflow & Integrated Business Process**

1. #### **Submission**: Forecast data is uploaded to the system via the **Upload Data Forecast** module.
2. #### **Entering the Queue**: The uploaded forecast automatically enters the queue in this **Sales Forecast Inbox** module.
3. #### **Review & Approval**: A manager or approver opens this module, reviews, and provides approval.
4. #### **Data Activation**: After approval, the forecast data becomes official and can be used as a valid reference by the **PPIC (Production Planning and Inventory Control)** team for production planning and by the **Finance** team for financial projections.