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How To Adjust Sales Forecast Trend In The Scheduler

Goal

  • How to modify the sales forecast trend 
  • How to adjust the forecast of sales for a specific day by percentage

Environment:

  • Push Web App

Process:

  1. Click the Scheduler tab
  2. On the left hand navigation bar, click Weekly Schedule
  3. On the right side, click Options
  4. In the drop down, click Trends
  5. In the pop up, click 0% and input the appropriate percentages
  6. One done, click Save

Additional Information

Under Trends, you will have the opportunity to add a percentage that will either increase or decrease the trend (i.e. 10% or -10%).

Please note, that only Super Administrators and Team Administrators with permission to View/Update the Scheduler by Position(s) will be able to access this information.

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