Have you ever wanted to copy your run-rate forecast from the previous 6 months to the next 6 months? Or have you ever needed to copy forecast data from a similar product’s current quarter forecast to another product’s current quarter forecast? What if you’d just like to copy last quarter’s actuals data for a product to be the starting point for the next quarter’s forecast for that product?
All of these examples and many other requirements can be met with the Right90 “Copy/Paste Rows Special” functionality available on the Forecast screen. While a separate, more basic Copy/Paste row option enables you to quickly copy an entire row of data from one line item to another, “Copy/Paste Rows Special” gives you more advanced capabilities to copy and paste data selectively as well as for multiple lines of data. With this feature, you can:
- Copy data from specific lines from one time range to another
- Copy data from specific lines to different lines within a selected time range
- Copy data from specific lines from one plan to another plan that’s at the same level of detail.
Here’s a simple example to help you get acquainted with this time saving feature. Let’s copy several months of forecast for 3 products to the same months for 3 different products.
Step 1: Right click on any row in your forecast and choose “Copy Row(s) Special”.
Step 2: Complete the RightCaster information, pick affected rows, and hit the Copy button to copy.
Step 3: Right click on any row in your forecast and choose “Paste Row(s) Special”.
Step 4: Complete the RightCaster information, pick affected rows, and hit the Apply button.
In this example, the results below show that you’ve copied revenue forecast data for the first 3 rows to the last 3 rows on the screen.
Hit “Save” and you can see with just a few clicks that you’ve successfully replicated data from one place to another. Try using Copy/Paste Rows Special to save time updating your forecast!
Tags: Best Practices, sales forecasting, spotlight