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Once Sales Forecasting is enabled, you can review, edit, and understand your sales projections directly in the app. Here is how to use it. Need help setting up your Sales Forecast? See this article: Sales Forecasting in Garde Budget tracking is coming soon to Garde. See Budgets for more details.
  • Go to Performance > Sales Forecasting
  • Choose between Week or Period views, depending on your preference
  • Use the filter dropdown options to change the view to a specific date range, restaurant unit, or category
    • Go to Performance > Sales Forecasting
    • Choose between Week or Period views, depending on your preference
    • Use the filter drop down options to change the view to a specific date range, restaurant unit or category.

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Reviewing Your Forecast

Each day in the calendar includes:
  • Sales Forecast: Predicted sales for that day
  • Actuals: What you actually sold (once available)
  • Variance: How far off the forecast was, in %

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What am I looking at?

The Sales Forecast model predicts a sales amount for each day. Once actual sales come in, you can see the variance to understand how close the prediction was.

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Click on any day to see more details about the category breakdowns of the forecast.

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Editing a forecast

  1. Click a day to open the Forecast Panel.
  2. Click Edit Forecast.
  3. Enter your new number. You can edit total sales (and it will adjust the categories proportionally) or make edits by category type. You can revert back if needed by clicking “Reset to forecast.”
  4. Save your changes. Manually edited forecasts are marked with a small person icon.

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Import your forecasts and make bulk edits

Click the Import button to upload a CSV of future forecasts. You can import forecasts by total only using the provided templates.

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Permissions

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What am I looking at?

The sales Forecast model predicted 13,769insales.TheActualsalestotalwas13,769 in sales. The _Actual_ sales total was 10,814. Sales were 21% lower than forecasted for this holiday.

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Click on any day to see more details about the category breakdowns of the forecast.

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Editing a Forecast

  1. Click a day to open the Forecast Panel.
  2. Click “Edit Forecast ”.
  1. Enter your new number. You can edit total sales (and it will adjust the categories proportionally) or make edits by category type. You can revert back if needed by clicking “Reset to forecast”.
  1. Save your changes.
    • Manually edited forecasts are marked with a small person icon.

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Import Your Forecasts / Make Bulk Edits

Click the Import button to upload a CSV of future forecasts
You can import forecasts by total only using the provided templates.

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Permissions

Only users with Garde Admin, Restaurant Admin or Accountant roles can edit forecasts or import data. Other users can view forecasts but cannot make changes.

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More info

Tips for Improving the Accuracy of Your Sales Forecast Budgets (coming soon)