This article is a part of the Custom Sales Forecasting feature. Click here for more information and training on Custom Sales Forecasting.
Forecasting Tags are important to include on specific days when Sales fluctuated higher or lower than usual, often due to a holiday, coupon drop, large event, or poor weather, among others. While these fluctuations may happen occasionally, noting the occurrence on the Daily Sales Summary can help provide a more accurate Sales Forecast for a specific day.
Users with either the Full Access or Accounting Manager Primary Security Roles or the Forecasting Admin Secondary Security Role will be able to tag a DSS.
This article reviews:
Tags are created in the Daily Forecast screen. Whenever an event occurs that is not already created as a tag, a User would need to create a new tag so that it can then be marked in the DSS as a reason for Sales and/or Labor fluctuation.
To do this, navigate to 'Daily Forecast' under 'Reports' in the 'Operations' module. Click 'More Tags...' in the 'Filter Tags' row above the 'Available Days' grid and then '+ New Tag' to create a new, custom tag. Once a tag name is entered, click Enter/Return on your keyboard to add the tag into the listing.
Tags can then be added to a date via the Daily Sales Summary.
Tagging the Daily Sales Summary
After tags are created, they can then be used to classify a variation in Sales via that day's Daily Sales Summary. Navigate to the 'Daily Sales Summary' list under 'Sales' in the 'Operations' module and select the DSS that you would like to tag.
When the record opens in a new window, click the 'Comments & Tags' tab to display the tag drop-down selector. Created tags will be listed in this drop-down menu.
Once all necessary tags are selected, save the DSS.
The tag will then be saved for that date in the grids of the Daily Forecast screen.
Tags can be edited in the Daily Forecast screen by clicking 'More Tags...' in the 'Filter Tags' row and then 'Edit Tags'.
The window will change to include trash can icons next to each tag name. Scroll down to the day that you would like to delete and click the trash can icon next to it to remove it from the listing.
If you would like to edit a tag name, click on the name of the tag and it will then become editable. When all changes are made, click 'Done' and the tags will be saved.
- Note: When a tag name is edited after being saved on a DSS, that tag will also be updated on the DSS.
Tags can be filtered to display only certain outlier days in the 'Available Days' grid. Simply click the tag name to mark it as a filter, and only the dates with that tag will appear.
A User can clear all filtered tags by clicking 'More Tags..' in the 'Filter Tags' row and then 'Clear Tags' in the pop-up window.