Description:
In this installment of the Succeeding with Forecast Pro webinar series, James Berry will introduce new tools for managing your forecasting process in Forecast Pro using item-level comments and assigning item statuses.
Forecasting doesn’t happen in a vacuum. It is an ongoing process in which choices made today roll forward to impact next week, next month, or next quarter. Each forecasting cycle brings with it new data and areas of review.
Forecast Pro now supports attaching comments and statuses to individual items in your data hierarchy. This allows you to better track of who has viewed or made adjustments to items. It also allows each team member to share notes with the entire team, improving the collaborative process.
In this webinar, James will demonstrate the new comment and status functionality in scenarios that will illustrate how to streamline your forecasting process.
Key Topics that will be discussed include:
● What is a forecasting process?
● Assigning comments to items
● Setting and updating item statuses
● Sharing statuses and comments between users
● How comments can help with accuracy tracking
Join this session to learn how to fully take advantage of these brand–new features in Forecast Pro!
We will present this webinar twice to accommodate attendees in various time zones. Completing the registration allows you to attend either session.
Can’t attend the live webinar? Register for the session and we will notify you via email when the recording is available for on-demand viewing.
Speaker:
Franklin Rea has
worked with scores of Forecast Pro clients in his role as Director of Training and Senior Consultant at BFS, not only teaching them how to use the software, but helping them to design, implement, and improve their forecasting processes. What James has gained from this experience is a unique perspective on the practical challenges users face and how to overcome them—not to mention an impressive number of frequent flier miles!
