When weeks in the future are being forecasted for, it is important that users have the ability to make note of special occasions that may be going on. Clarifi Forecasting fills this need with a feature called events.
With Events, users are able to assign different event types and manipulate the impact they will have on the forecast when used.
You can learn more about how events are configured here.
Using events at the store level
Once an event has been built, it will be assigned at the store level. To begin assigning the event, click Add an Event on the forecast detail page or daily forecast detail page.
The Add an Event window will appear. Here, you will begin the two-step process for adding an event to a forecast.
The Category and Event Names that appear will pull over from forecasting configuration. You can learn more about how those are built here. The Description, Start Date, and End Date will all be things you choose on your end. Once you are finished, click Next.
The next page is where you will set up the impact the event will have on the forecast.
Forecast Metric is where you will choose the specific metric the event will impact.
Choosing Sales Items as the Forecast Metric will open a second menu where you will choose the item that is being affected. These items will pull over from your point of sale system.
Once you've chosen the metric, you will select a revenue center or centers that you would like the event to impact
Next, you will have the option to either use the default impact that was originally set up for the event when it was made.
Or, if the event you are adding calls for a different impact, you can select Set Your Own Impact and choose a different percentage.
To add the event to your forecast, click on Add Event.
The event and its effect on the forecast will display at the bottom of the page under calculation details.