This guide will focus on making forecast adjustments to a single day. Be sure that you have reviewed our ‘Weekly Forecasting & Adjustments’ guide first. Click HERE to view this guide.
Ameego already does a great job calculating your weekly forecasts using your historical sales, but we know that sometimes you may need to make adjustments to a single day. If we already create a forecast for you from syncing your POS sales, we strongly recommend that you use the percentage adjustment on a single day or week. We already have a good calculation of the peaks and valleys of the sales metrics throughout the day. Adjusting by percentage will keep those in place and will scale your forecast by the percentage you enter.
If we are not syncing your sales into Ameego you can use the daily ‘Manually Adjust Forecast ’ feature to enter a forecast anew!
Adjusting a daily forecast by amount
Navigate to the ‘Scheduling tab and select the week you want to adjust. If a forecast has not been created, click the ‘Calculate Forecast’ button to get started. If you have already done this, then simply click on the ‘Manage Forecast’ button. Use the steps below to manually add a sales forecast for a day.
Notice our sales metrics groupings to the right of the forecast graph. Our examples of adjustments will be for the first grouping called ‘Sales and Guests’. You can apply the same method of adjusting with other groups listed, once you understand the method we demonstrate.
Step 1 - Click on a day of the week at the top to make an adjustment for this day. Then choose ‘Manually Adjust Forecast’ in the lower left edit forecast menu.
Step 2 - Apply to: Click the ‘Apply to’ drop down menu to select any or all metrics available in this grouping to apply the adjustment to.
Step 3 - Adjustment Type: Choose ‘Percent’ or ‘Amount’ for your adjustment type. If you don't have any sales in your forecast, then ‘Amount’ is what you should choose here. If we sync these metrics from your POS system and we have an averaged forecast in place, we recommend you use the percent adjustment type.
Step 4 - Time period: Enter the time period you want your adjustment to apply to. Ameego will divide any amount you enter equally into 15 minute increments of the time period you enter here. If you already have a previous forecast on this day, be aware that the forecast outside of the time setting will remain unadjusted and will add to the adjustment you are adding here.
Step 5 - Amount: Depending on the metric you selected in step 1 will determine the metrics you can add the amount to. We selected ‘Total Sales, Guest & Checks’ and can enter amounts in any or all of those fields. In our example below, we have chosen to only enter amounts for ‘Gross Sales’ and ‘New Guest’. Observe the ‘New Forecast’ display at the bottom of the page. If you are satisfied with the ‘new forecast’ then click the ‘Apply’ button.
See our new forecast for Monday below! Notice that the amounts we entered are equally divided into 15 minute increments between the time period of 11:00am to 10:30pm.
Adjustments for different parts of the day
You can use the same method above and enter 2 different adjustments for different parts. In the example below, we made one adjustment from 11am to 3:45pm and then another from 4pm to 11pm.
Adjusting a daily forecast by percentage
As we mentioned earlier, if we already sync your sales and other metrics from your POS system, we recommend that you use the percentage adjustment method. We already have a good calculation of the peaks and valleys throughout the day. Adjusting by percentage will keep those in place and scale your forecast by the percentage you enter.
The steps used here are the same as adjusting by amount, with 2 exceptions. The adjustment type to select is ‘Percent’ and we can scale the other metrics in the group by the same percentage as well.
In our example below we selected to adjust the gross sales by 10 percent. Because we selected gross sales only, Ameego has pre-checked the ‘Scale Group’ option to increase the other metrics in the group by 10% as well. You can deselect this option if you wish, but we recommend you keep it checked!
Again, observe the ‘New Forecast’ display at the bottom of the page. You can make any changes to the percent amount field without starting over. Simply change the percent amount field and you will see the results instantly in the ‘New Forecast’ display. Remember that you can enter a negative amount to reduce your forecast.
If you are satisfied with the new forecast, then click the ‘Apply’ button.
Daily forecast from a previous days sales
Another type of adjustment that you can make on a single day is to import the actual sales from a previous day. Note: you can only do this if we are syncing in actual sales from your POS system. This is a great way to start your forecast for a holiday or special day. You can still make adjustments after you import from a previous day. For example, you might want to bring in your sales from last New Years Eve and then increase them by a percentage.
Follow the steps below to bring in actual sales from a previous day.
- Navigate to the ‘Scheduling tab and select the week you want to adjust. If a forecast has not already been created then click the ‘Calculate Forecast’ button to get started. If you have already done this, then simply click the ‘Manage Forecast’ button.
- Click on a day of the week tab on the top.
- Choose the ‘Previous Date’ option on the lower left edit forecast menu.
- Choose the date from the calendar in the centre section.
- We suggest that you select ‘All Sales Metrics’ from the ‘Apply to’ drop down menu.
- Click the ‘Apply’ button.