The Flexible Forecast app for Microsoft Dynamics 365 Business Central lets you enter and adjust demand forecasts directly from the item list or item card. You can work with forecasts in three ways: per period, per dimension, or across many items at once.
When you open the forecast for a specific item, you see the start inventory, forecast quantity, sales quantity, end inventory, and quantity sold for each period. You can change any forecast number directly, and the app updates the forecast entries the same way as the standard demand forecast in Business Central.
You can filter by date, location, and period to focus on exactly what you need. The default date filter is suggested automatically, and you can change it.
Entering forecasts from the item list or item card
Once you have installed the Flexible Forecast app, you can enter forecasts straight from the item list or the item card. There are three ways to do it: forecast per period, forecast per dimension, or forecast per item across many items.
If you choose the first option, you see the forecast for the specific item within a date filter. The date filter is suggested by default, but you can change it. You can also filter by the location you want to view and the location you want to change the forecast on, and you can narrow down the period option.
Adjusting forecast numbers per period
After setting your filters, you are ready to work. In the first period, you might see a start inventory of 39 and a forecast quantity of 41. Alongside this, you can see the sales quantity, the end inventory, and the quantity sold.
Changing the forecast is straightforward. If you change the forecast to 44, the app updates the forecast entries just like the normal demand forecast. This gives you a clear overview of the forecast per item across the different periods, including the end inventory for each one.
More functionality in the Flexible Forecast app
Entering and adjusting forecasts is just the start. The app holds plenty of other functionality, which we cover in separate videos.
Q&A
How many ways can you enter forecasts with the Flexible Forecast app?
You can enter forecasts in three ways: per period, per dimension, or per item across many items.
Where do you enter forecasts in the Flexible Forecast app?
You enter forecasts directly from the item list or the item card in Business Central.
What information does the forecast view show for each period?
For each period you can see the start inventory, forecast quantity, sales quantity, end inventory, and quantity sold.
Can you filter the forecast view?
Yes. You can filter by date, by the location you want to view and change, and by the period option. The date filter is suggested by default and can be changed.
What happens when you change a forecast number?
When you change a forecast number, the app updates the forecast entries the same way as the standard demand forecast in Business Central.