Using our Forecast feature is a great way to plan your companies KPI's. Watch this short video for a quick overview on Forecasts in Bizimply:
Follow these steps to switch on the Forecast Module:
Please note you must be an admin on the account to do this
- Login to Bizimply online.
- Click your name/email in the top right.
- Select the App Center.
- Scroll down to Forecast and click 'Get'.
The Forecast feature has now been switched on in your account.
You can now apply your Forecast settings by clicking the Forecast module on the top of your screen - Please not you must be on the 'All Locations' dropdown.
Once you click into the the Forecasts module, a new page will open as shown below. Here is where you can select how your forecasts should be set in your account. These settings will be applied across all locations.
If you have selected 'Yes' to allow your locations to create their own or edit existing forecasts: Your managers will be able to view the Forecasts tab when they login to Bizimply. They will also be able to enter in their own Forecasts for the week. Please note, this access must be switched on in the manager's Employee Role as shown below. This article will explain how to edit Employee Roles.
If you have selected 'Yes' to using last years forecasts for this year in each location: Your sales from last year will appear as the forecast for each location. Please note you will need to have your previous years sales figures uploaded to Bizimply for this to work. This article will show you how to upload your sales information.
You also have the option to set your Weekly Forecasts for each location. If your forecasts are the same each week, you can always save time and copy last weeks forecasts into the current week. Once you are happy with your forecasts for each location press Save.
You can set the Labour Sales % Forecast for each week in all locations. This will allow you to compare a Running Forecast Sales % against a Forecast Labour Sales % on the dashboard in each location. To set location specific and daily forecasts, simply click the advanced settings.