How To Re-Summarize The Sales Forecast From Profit Centers

Goal

• The sales forecast is not showing properly, how do I resync this information?

Environment:

• Push Web App

Process:

1. In the top right-hand corner, click Company Setup
2. On the left-hand navigation bar, click Profit Centers
3. Under Profit Centers, click Re-summarize 
4. In the pop-up, click Start and End to select the relevant dates that you wish to recalculate the sales forecast for
5. Once done, click Calculate

Additional Information

Suppose the sales forecast is not showing or is incorrectly calculated for a time frame. In that case, we recommend ensuring your POS integration is still syncing and that you resummarize the data under Profit Centers.

For example, if you are missing this current week’s sales forecast, you would select the date range of this month and also the same date range for last year’s date as your sales forecast is based on the same week of last year’s sales.

Once you have completed the steps above, it may take up to 10-15 mins for the system to re-summarize the sales. You will be able to use different features in your account as this is completed. Once this is completed, you can return to your Scheduler to review the update to your sales forecast. 

Profit Centers are only available to our Premium Subscription and with select POS integrations. If interested, please reach out to your account representative or the Push Support Team for more information!

Please note that only Super Administrators have access to make changes to Profit Centers.

Related Articles

• How to Add a Profit Center
• How to Recalculate Profit Center Trends
• How To Filter Data From Profit Centers In The Push Manager App