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Hide Payment Field to the 12 Month Sales Forecast

Hide Payment Field to the 12 Month Sales Forecast

Aug 6th, 2022

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How to Hide Payment Field to the 12 Month Sales Forecast

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6 votes

In this video tutorial, the presenter addresses a common need for dynamic reporting, where the year and month in reports automatically update to the current date without manual maintenance. The tutorial aims to guide viewers through the process of achieving this functionality. It discusses the importance of having reports reflect the current month, particularly in fields like finance and accounting, where previous month data might also be required for analysis and closed financial periods. The dataset used in the tutorial includes months as columns and associated sales data, setting the stage for demonstrating the necessary techniques to implement these dynamic reporting features.

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.

How do I forecast yearly sales in Excel?

On the Data tab, in the Forecast group, click Forecast Sheet. In the Create Forecast Worksheet box, pick either a line chart or a column chart for the visual representation of the forecast. In the Forecast End box, pick an end date, and then click Create.

What does it mean to forecast monthly sales?

A sales forecast is an essential tool for managing a business of any size. It is a month-by-month forecast of the level of sales you expect to achieve. Most businesses draw up a sales forecast once a year.

What is the formula for monthly sales forecast?

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

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.

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