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Delete Option Field to the 12 Month Sales Forecast

Delete Option Field to the 12 Month Sales Forecast

Aug 6th, 2022

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How to Delete Option Field to the 12 Month Sales Forecast

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In this video tutorial, Parker demonstrates how to display data from the previous twelve months based on a single date selection in Power BI. He explains that by default, selecting a date filters the graph to show that specific date only, which can be counterintuitive. To address a client's request, Parker shows how selecting a date, like August 31, 2012, dynamically updates the graph to display data from August 31, 2011, to August 31, 2012. If no date is selected, the graph defaults to show data from January 31, 2014, back to January 31, 2013. The video reveals a useful trick for creating this functionality in Power BI dashboards.

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

What is sales forecasting with example?

Historical forecasting is a method of creating projections based on past data. For example, a company looked at their historical data for the last three years and found that sales have increased by 20% each year. Based on this information, they projected that sales would increase by 20% this year.

How do I remove a forecast in Excel?

In the trend chart menu bar, select Trend, and then Choose Forecasts. In the Choose Forecasts dialog, select and clear forecasts to add and remove them from the chart. To clear all forecast selections, select Trend, and then Remove All in step 1. Click OK to accept the settings.

How to do a 12 month sales forecast?

Calculate your sales forecast Multiply your average monthly sales rate by the number of months left in the year to calculate your projected sales revenue for the rest of the year. Add your total sales revenue so far to your projected sales revenue for the rest of the year to calculate your annual sales forecast.

What is the formula for sales forecasting?

The simplest formula to use is: sales forecast = the previous periods sales + estimated growth (or shrinkage) in sales for the next period.

What are the 5 steps of the sales forecasting process?

Sales Forecasting Process from Preparation to Execution #1 Definition of your market segment. #2 Choosing the Right Model. #3 Collection and Validation of Sales Data. #4 Putting Theory To the Test. #5 Its time to Validate. #6 Which one to choose.

How do I change the forecast category in HubSpot?

In your HubSpot account, navigate to Sales Deals. Click the name of a deal. In the About section in the left sidebar, click View all properties. Search or browse for the Forecast category property, then click the dropdown menu to select a different category.

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