Back

You can export forecast to different roles in your organisation in different intervals

Use different forecast strategies and consolidation intervals
Video 1/2
Close
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate The "Whys" focus on how your business needs can be supported with the erp-solution. The topic is visualized - not demonstrated. The Whys This video includes functionality from the app "Flexible Forecast" which is available at Microsoft AppSource. Click to visit AppSource. Flexible Forecast
Open Playlist
Presenter: Sune Lohse, Chief Strategy Officer

You can export forecast to many different roles in your organization.

This is what happens in the video

This means since you can split the forecast per location, variant, salesperson, customer, country, dimensions, etc, and you can filter on some of those information, it is possible to send the forecast, for instance, to 10 different countries, responsible people that create their own forecast and send it back to you and then you can consolidate it directly in Business Central using the adding functionality when you import it or replacing per customer, per country, etc.

This means you don’t need to have a big Excel sheet somewhere where you consolidate all the forecast before importing it every third month. You can do this directly by having different roles that you send the forecast to and then have a more flexible strategy of how to create and update the forecast.

475009319-N45drPk-uXk-ENG20090415