Forecast

Introduction

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. 

In this article:

• Accessing the Report
• Filter Groups

Accessing the Report

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

The report itself can be found either on the main page on the ALL REPORTS tab or at the bottom line where all possible reports are located:

Filter Groups

Forecast report has 4 filter groups:

1. Basic provides these filters - Invoice Date, Customer, Vendor, Offer

2. Organizations group - Customer, Vendor

3. Subscriptions group - Vendor, Subscription, Auto Renew Enabled, Trial, Microsoft NCE, Subscription Start Date

4. Offers group - Vendor, Product, Offer, Trial, Microsoft NCE, Custom Offer Properties

All 4 groups can be used with selected currency: EUR, USD, or Invoice Currency

The grey area indicates where the future revenue or cost is likely to be in 85% of all cases. The filters 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.