New Release | Forecast Manager: Forecast Page Rework - Navigation, Cards and Forecast Breakdown | 12 May 2026 – Fourth & HotSchedules Customer Success Portal

What's New?

In addition to our recent release note, the Forecast Page overlay has been further streamlined to help users find key information faster.

Navigation
Location, actions, and forecast filters now appear on a single row instead of separate rows. The Forecast Actions menu has moved to the dotted menu in the top-right corner - see Fig.2

**Fig.1 - Forecast Page Navigation - Old view, 'Forecast Actions' drop-down**

**Fig.2 - Forecast Page Navigation - New view, 3-dot menu for 'Forecast Actions'**

Cards
The 'cards' section now has a tighter layout. 'Last Year' actuals now display for all weeks, not just past weeks. The 'Forecast Sync' message has moved into the cards section as a card rather than a separate notification

**Fig.3 - Forecast Page Card - Old view**

**Fig.4 - Forecast Page Card - New view**

Forecast Graph — Breakdown Toggle
A new Forecast Breakdown toggle gives users control over how detailed their graph view is:
- Toggle off - aggregated forecast view (Fig.5)
- Toggle on - forecast broken down by sales type/revenue stream (Fig.6)

**Fig.5 - Forecast Graph - Breakdown toggle off**

**Fig.6 - Forecast Graph - Breakdown toggle on**

These changes will take effect on the day of the release (12th May 2026). On this date, our existing Forecast Manager article will be updated to show the new functionality.

Release date: 12th May 2026

What's New?

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