HS: Generating a Forecast

In HotSchedules, managers have the ability to generate a forecast, and view their projected sales for a particular date range. 

To generate a forecast follow these steps:

• Log into your HotSchedules account, and navigate to the Forecasting tab.
• Find a week that does not have any projections, and select Create Sales Forecast.
• This will bring you to the forecasting page. If the week you selected has not yet been forecasted for, this page will be blank.
• To choose the weeks you would like to use in your forecast, click Select Weeks.
• Hovering over a particular date range on the week selection screen will allow you to see the actual and projected sales information for that week.
• Select Apply Weeks to generate the forecast with the weeks you have selected.
  Please Note: at least five weeks must be used in any forecast. 
  
• The forecast page will now have the projections for the entire week, days, and individual time intervals of the date range you selected.
• To save the projections and push them through to the Proforma report, select Save Forecast.
  
  

Generating Forecasts - Template-Based

Generating Forecasts - Activity-Based

Self-Guided Tutorial
(This will prompt you to log into HotSchedules, and then guide you through the process click by click.)

• Generate a Forecast