Forecast

The Forecast tool shows the forecast for the next 3 months, based on past invoice data within an 85% confidence interval, identifying seasonality if applicable. 

All customers and sellers have access to the reporting section enabling tracking billings data over time. Reports can be accessed from the “Reports” section.

The section will be opened in a new window.

The grey area indicates where the future revenue or cost is likely to be in 85% of all cases. The filter below can be used to explore the data further. In cases when no estimate can be made based on the past data, the forecast lines will be hidden. 

a. Invoice date can be filtred, when selecting a certain year in one visual, also filters other visuals.

b. Vendors by name can be filtered. By selecting a specific Vendor you can see the top customers, the cost per month, and the count of subscriptions over time for the selected Vendor.

c. Product by name can be filtered. By selecting a specific Product you can see the top customers, the cost per month, and the count of subscriptions over time for the selected product.

d. Offer by name can be filtered. By selecting a specific offer you can see the top customers, the cost per month, and the count of subscriptions over time for the selected offer.

e. Subscriptions by name can be filtered. By selecting a specific Subscription you can see the top customers, the cost per month, and the count of subscriptions over time for the selected subscription.

f. Custom offers Properties an opportunity for sellers to add custom properties to offerings.

g. Offer type you can choose what type of offer is in the offer: License-based subscription, Quantity-based one-time Billed offer, Usage-based subscription. 

h. Subscription start date can be modified, by selecting the exact date.

i. Currency - When selecting Euro, the currency will be displayed in euro under the Top customers by revenue section. When selecting an invoice- the currency will be displayed on the customers currency. 

j. When selecting the info icon, the current message will display "This report shows billing data for the last 14  months. dates are grouped by billing period end date, which is different from the invoice date. Please see the knowledge base article for more information".

k. Link directs to knowledge base article link.

l. The button resets the filter reports.

m. The next page will be accessed.