If you get in the habit of updating your forecast as soon as you learn new information about an opportunity, forecasting can become part of your regular routine and will not seem to be such a daunting, time consuming task. But whether you’re in the habit of “continuous” forecasting or not, the Right90 forecast screen has several features designed to help save you time.
- Right click on any individual quantity or price cell to bring up the Right90 Smart Forecasting window. This window allows you to quickly copy, spread, shift and ramp or decay values over time. Use the “more” button to specify how you would like Right90 to handle rounding and use the “comment” button to add context to your changes. This is especially helpful for long-term recurring business forecasting.
Quickly copy, spread, ramp or decay values with this menu.
- Create favorite views of your forecast called “My Forecasts” so that you can jump between views of data that you know you need to look at regularly. Taking a few moments to set up relevant “My Forecasts” will save you many keystrokes in the long run. Be sure to utilize all the options under “Search” including any reference plans or groupings of data that will provide the most beneficial perspective. Try the “group by customer” to get a subtotal of all your opportunities for each customer.
Create favorite views to save you time.
- Use the “export” and “import” options to take your forecast offline and work on it while you’re traveling or away from Internet access. All the same key update features are available offline, including adding comments to your forecast changes. It’s important to keep in mind that you cannot add or delete columns or rows while forecasting offline.
You can export your work so you can forecast while offline.
Keep your eyes on the “Spotlight of the Week” for details about future time-saving enhancements planned for the Right90 forecast screen later this year!
~ Elaine Cleary
Tags: management, offline, spotlight, time saving