# Sales Forecast

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

#### **Module Location**

#### Sales > Sales Forecasting > Sales Forecast

#### **Module Objective**

#### The **Sales Forecast** report module is used to display and export the company's overall sales forecast report in a highly detailed matrix format. This report presents **daily sales forecast data** for each product item and is a crucial input for production planning and raw material purchasing.

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

#### The main page of this module displays a list of forecast periods for which data is already available in the system.

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

#### **View Explanation**

#### This page is the starting point for accessing the detailed forecast report.

- #### **Filter**: You can search for a specific forecast period using the **Transaction ID** filter.
- #### **Period List**: The table below displays all available forecast periods, based on **Month** and **Year**.

#### **Action Column**

#### The **Action** column on the right is the key to viewing the report. There are two icons:

- #### **Eye Icon (View)**: Click this icon to see the detailed Sales Forecast Report directly on your screen.
- #### **Excel Icon (Export)**: Click this icon to download the detailed report in an Excel file format.

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

#### **Step 1: Select a Period**

#### In the Main View, find and locate the period (**Month** and **Year**) whose data you wish to see.

#### **Step 2: Display or Export the Report**

#### In the row for your selected period, click one of the icons in the **Action** column:

- #### Click the **eye icon** to display the report on the screen. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/4ctimage.png)
- #### Click the **Excel icon** to download the report. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/hnGimage.png)

### **Example of the Sales Forecast 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-/8pEimage.png)

- #### **Rows**: Show the **Item Code** and **Item Name**, grouped by product category (e.g., KOKIS, CRACKERS, CREAM).
- #### **Columns**: Show the **Dates** of the month, from the 1st to the 31st, with a **Total** column at the end.
- #### **Data Cells**: Each cell contains the forecast sales quantity for a specific item on a specific date.

### **Tips & Important Notes**

- #### The forecast data displayed here is most likely input via a separate module such as **Upload Data Forecast**. This module is specifically for viewing the results.
- #### 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 for short-term production planning.
- #### Use the export to Excel feature to further process the forecast data if needed.