Forecast Using Historical Data

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To use historical data to populate the forecast, select accounts, historical and forecast time periods, and how to apply the historical data to the forecast. You can populate the forecast up to 18 months in the future. The forecast can only be updated using historical data once within a given time period for an account.

1. Update the forecast for the following accounts

Select Account * (hold down the Ctrl key to select multiple accounts)

2. Select historical and forecast time periods

Use Historical Data From *
Time Period

Select a Date Range for Historical Data

Beginning Date (MM/DD/YYYY)

Ending Date (MM/DD/YYYY)

Count holidays as business days when calculating daily historical averages

Populate the Forecast For *
Time Period

Select a Date Range to Populate the Forecast

Beginning Date (MM/DD/YYYY)

Ending Date (MM/DD/YYYY)

3. Select how to apply the historical data to the forecast

Apply the Historical Data to the Forecast As

	Averaged daily amounts for business days in the historical time period, applied to each business day in the forecast.

	Averaged amounts in the historical time period by day of the week (Monday through Friday) and applied to corresponding days of the week in the forecast.
	Example: the historical average for Mondays will be applied to each forecasted Monday.

	Actual historical amounts, repeated if necessary to populate the selected forecast time period.

SinglePoint Demo
Forecast Using Historical Data allows you to have SinglePoint populate your forecast based on historical transactions.

Hint: Click , then click Save.

View demo hint