Forecast Pro TRAC only

Click on the Custom icon on the Reports tab to open the Custom report. The Custom report compares the current forecast or history to any row(s) available in the override grid.

The report shown above (taken from the project Lesson 10) compares the current forecast to the Sales Forecast (an external row). The Comparison drop-down menus allow you to select if you want to compare history or a forecast (forecast, baseline or statistical) and the comparison series.

The Periods to consider section allows you to select how many time periods to monitor). Select User-defined to activate the spinners below the date range. Use the spinners to select the starting and ending historic periods. Selecting “1” or “0” will select the most recent historic period, “-1” will select the previous historic period and so on. As you change the spinners, the date above will update to reflect the actual starting and ending periods selected. Check Cumulative if you want to look at the total across the specified historical periods.

The Include section allows you to specify which statistics you want to show in the report. By default, the report shows Deviation and Percent deviation. If you have included filters in the project (see Custom Filter Fields in Setting Up Your Optional Data r), you may add those to the report using the Filter drop-down.