Enable this feature
- Go to Settings > Company settings > Features
- Toggle on "User historical sales data to populate the Sales Forecast information?"
- Click Save
Apply data to the roster
- Open the Roster
- Click on the Sales Forecast button
- 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.
- 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.
- Click Import to populate the current sales forecast fields.
- Adjust any values as necessary
- Click Save.