# Sales Forecast Report

### **Report Module Guide: Sales Forecast Report**

#### **Module Location**

#### Sales > Reports > Sales Forecast Report

#### **Module Objective**

#### The **Sales Forecast Report** module is used to generate an analytical report that summarizes sales forecast data and compares it with historical data as well as other operational data. This report provides a high-level view for the **Sales and Operations Planning (S&OP)** process.

### **1. Report Parameters**

#### The main page of this module is a simple form containing a date parameter for the report.

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

#### Here is an explanation for each parameter:

- #### **Sales Forecast Period**:
    
    
    - #### Specify the **From** and **To** date range to define the report period you wish to analyze (e.g., August 1, 2025, to August 31, 2025).

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Define the date range in the **Sales Forecast Period** fields.

#### **Step 2: Generate the Report**

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

- #### **Display Report**: To preview the report directly on your screen. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/kKDimage.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-/nG9image.png)

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

#### After you click, the system will generate a detailed report like the following, which summarizes and analyzes the forecast data.   
![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/66zimage.png)

#### **Report Explanation**: This report displays a comparison between historical sales data, the forecast, and other operational data for each product.

#### **Key Columns**:

- #### **Product Name**: The name of the product being analyzed.
- #### **Last 3 Month Average**: The average sales of the last 3 months.
- #### **Last month**: The previous month's sales data.
- #### **Forecast (F)**: The sales forecast quantity for the selected period.
- #### **Order (O)**: The quantity of incoming Sales Orders.
- #### **Selling (S)**: The quantity of actual sales (from invoices).
- #### **Beginning Stock (BS)**: The beginning stock for the period.
- #### **Production Output (P)**: The quantity of production output.
- #### **Calculation Columns**: The columns on the right (**\[BS\] + (P)**, **\[(BS) + (P)\] / (F)**) are calculations used for S&OP analysis, such as calculating **coverage days**.

### **Tips & Important Notes**

- #### This report is a crucial **strategic analysis tool** for Management, the Sales team, and the PPIC team.
- #### Use this report in **monthly S&OP meetings** to align sales plans, production capabilities, and inventory levels.
- #### To get an accurate analysis, ensure the forecast data has been uploaded and approved, and that all sales and production transaction data has been entered correctly.