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            Adjust Your Intelligent Forecast Data

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            Adjust Your Intelligent Forecast Data

            Need to account for a future promotion or upcoming event that could increase workload? You can add adjustments to your forecast to reflect changes that aren’t captured in your historical data. You can also use adjustments to remove certain data from your forecast.

            Required Editions

            View supported editions.
            Note
            Note Adjustments modify only the forecast data, not the underlying workload. To update the workload data, see Adjust Your Workload Data.
            User Permissions Needed
            To view, create, edit, and delete intelligent forecasts:

            Workforce Engagement Analyst

            AND

            Workforce Engagement Planner
            1. Open Intelligent Forecasts in the App Launcher.
            2. Open a forecast from the list view.
            3. In the Data Detail View, select the checkbox next to a date, and then click Adjust.
            4. Select an adjustment type:
              • Apply Percentage—Increase or decrease the forecasted value by a percentage.
              • Replace Data—Replace the forecasted value with a specific number.
              • Skip Data—Exclude the data point entirely.
            5. If you select Apply Percentage or Replace Data, enter the corresponding value.
            6. Optionally, you can enter an adjustment reason.
            7. Click Adjust.
            8. To update your forecast, click the Refresh Dashboard icon. This process can take some time. After the refresh is complete, the adjustment is reflected in the forecast data.
             
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