The Right90 Next Generation Forecaster provides many advantages for effectively capturing the forecast. But what if you’re managing multiple views of the forecast like a production plan and a sales plan and you want the values to be the same in both places? Many of you may consider using some of our copy features which would let you enter data in the production plan and then copy and paste those values to your sales plan. That works. But when you know at the time of the update (or judgment) that you’d like the change to be the same in both places, try the “Save changes across multiple plans” feature on the Forecast screen.
This option simultaneously copies current changes to other plans — which can save you valuable time and keystrokes. A list of plans will appear in the pop-up menu that are at the same level of detail as your initial entry plan and are ones where you have authority to edit. Simply save the changes to multiple sets of data all at once.
Depending on your company’s forecasting process, there could be many situations when it’s helpful to consolidate your updates across plans. And don’t forget — you can include comments in Right90 with all your changes to provide additional context for others.
