Back

Provides functionality to work with forecast per Customer, Item Variant, Dimension and Country

Make standard Demand Forecast easier to work with
Video 3/3
Play
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

Playlists  Manage

Log in to create a playlist or see your existing playlists.

Open Playlist
Presenter: Sune Lohse, Chief Strategy Officer

In flexible forecast, it’s possible, of course, to enter normal forecast quantity, but it’s also possible to enrich the data with the fields salesperson, customer, country, variant code, and the two dimension codes, and this means it’s possible to forecast separately per large customers, per countries, sales persons, etc.

This is what happens in the video

And when you export to excel, export forecasts to Excel, you can filter on all those criteria so you can split line, for instance, per a salesperson, meaning when you export this forecast, each salesperson will have a separate line and you can also filter on the salesperson, of course, if you only want a forecast for one salesperson, so you can send it to the sales person and make them update the sales orders.

You can also do multiple filters so you can say one salesperson that forecast per customer and then it’ll create an Excel sheet with– only for this salesperson if you add the salesperson filter down here, but with all the customers so one salesperson could maintain forecast per customer and you can consolidate it directly here in Business Central. So with all of this enrich data, it’s possible to apply quite a few dimensions to your forecast entries.

475008821-VffkTfM1Bx0-ENG20090410