Roster - Sales forecasts

Enable this feature

1. Go to Settings > Company settings > Features
2. Toggle on "User historical sales data to populate the Sales Forecast information?"
3. Click Save

Import data

Follow the steps here.

Apply data to the roster

1. Open the Roster
2. Click on the Sales Forecast button
   
3. Under Retrieve Sales From select the starting date you want to retrieve data from. Note that if you wish to import data for a particular period such as Easter, you would set the date range according to when Easter fell the previous year.
4. Enter an Adjustment percentage if relevant. Please note that last year's value is treated as 100%. Entering 95% here would bring in 95% of last year's total. Entering 150% would bring in 150% of last year's total.
5. Click Import to populate the current sales forecast fields.
6. Adjust any values as necessary
7. Click Save.