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How To Copy The Forecasts In The Sales Tab

Goal

  • How to re-use the same forecasts in the Sales tab

Environment:

  • Push Web App

Process:

  1. Click the Sales tab
  2. Click Sales & Labour on the left-hand navigation bar
  3. Under Sales Forecast and Labour Budget, click Copy Forecast
  4. Under Date Settings, select either: Current to Next Week or Custom Date Range
  5. Once completed, click Save

Additional Information

Push is only able to forecast sales if you are using Schedule Presets or manually entering in your Sales. If you have a POS integration that pulls sales data into Push, you are unable to copy the sales forecast.

Please note that only Super Administrators and Team Administrators with permissions to View Revenue Centers will be able to Copy Forecasts.

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