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Remove Option Field from the 12 Month Sales Forecast

Remove Option Field from the 12 Month Sales Forecast

Aug 6th, 2022

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How to Remove Option Field from the 12 Month Sales Forecast

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68 votes

In this video tutorial, the presenter addresses a common issue where users want their reports to update dynamically with the current month and year automatically, eliminating the need for manual maintenance. The focus is on establishing a report that reflects the current month (e.g., May 2021) and adapts as time progresses. Additionally, the tutorial highlights scenarios where users might prefer to view data from the previous month, especially in finance and accounting contexts where financial periods need to be accurately closed. The video aims to demonstrate how to implement this functionality using a dataset that includes months as columns and related sales data.

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 you forecast sales without historical data?

7 Steps For Forecasting Without Historical Data Start with my current financial position. Study the competitions results. Run various conservative and aggressive scenarios using forecasting software. Survey customers and prospects. Research external factors. Account for everything (even in the small stuff).

How to do a trend forecast with yearly sales?

How to create a sales forecast List out the goods and services you sell. Estimate how much of each you expect to sell. Define the unit price or dollar value of each good or service sold. Multiply the number sold by the price. Determine how much it will cost to produce and sell each good or service.

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.

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.

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