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How to Generate a Forecast

How to Generate a Forecast

Owned by Stephanie Kussrath
Mar 22, 2024
2 min read

Steps on how to generate a forecast in Workforce Management (WFM).

Some steps may take a few minutes while the data is loaded

  • Open the WFM application

  • Under Forecasting, click the Generate Forecast button in WFM (1) and the Generate Forecast blue button (2).

 

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  • Enter the Job name (1) and description (2). Select the duration you would like for Forecast Time period to be (3) and the date you would like the Forecast to start (4). Select the duration you would like the historical data time period to come from (5) (date with auto-populate). Then select retrieve ‘Historical Data’ (6).

 

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  • Note that you can hover over the date and look at the historical data for that date (1). Once reviewing historical data click 'Generate Forecast' (2).

 

 

  • Note that you can hover over the date and look at the Forecasted Data for that date (1). Once reviewing Forecast Data click 'Generate Staffing' (2).

 

 

  • Our staffing parameters are auto filled. Click ‘Generate Staffing Plan’.

 

 

  • Note that you can hover over the date and look at the staffing plan for that date (1). Once reviewing staffing data click ‘Done’ (2).