Uploading sales forecasts

If you have your sales forecasts in an Excel spreadsheet or CSV, you can upload these to your system for use by rotas and sales vs forecast reports.

To upload your forecasts, go into your back office and click Staff rotas > Forecasts.

On your forecasts page, scroll down to the bottom of the page & click the blue Bulk import button from the bottom left of the screen.

On the bulk import screen, click the blue Select file button to upload your spreadsheet or CSV file.

Find the location of your spreadsheet and double click the file containing your forecasts.

You will now need to map your columns as per your spreadsheet or CSV file. 

Click in the date & sales forecast fields, to select the corresponding columns.

Click the blue Confirm these mappings button when you have correctly mapped the columns.

If you already have forecasts in for the week you are uploading, you can decide if you want to retain or overwrite these forecasts with the Overwrite existing data toggle. Toggling this to On, will overwrite any previous forecasts for the current week. If this is turned Off, only empty forecast fields will be populated with new forecasts from the spreadsheet/CSV file, and any existing forecasts will be retained.

Click the blue Import rows now button to add your forecasts.

You will now need to confirm the sales data you want to import.

Click the blue Import button.

A confirmation message will now pop up to say your import is complete.

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