Creating a Basic Quick Forecast

Use this forecasting technique to apply a summary-level assumption on the Forecasting Summary page.

  1. Go to Forecasting > Summary, and then select Project.
  2. Select Basic Quick Forecast.
  3. Select Setup.
  4. Select the appropriate forecasting technique in the Project Action column.
  5. Enter a projected value where necessary.
  6. Use the corresponding date box in the Time Frame column to select the future time frame in which the forecast assumption ends.
    This action is only necessary if you want to enter a second growth assumption in the Project Action column for a later range of projected time frames.
  7. Select Apply.
The summary-level forecast assumptions that you enter and then apply using the Basic Quick Forecast Setup window save until the next time you choose to modify them.