View Forecast

The view forecast page list baseline forecast and all custom forecasts being made.

Filters

Channel

Donor acquisition method e.g. face to face, email, facebook, telemarketing, etc.

Supplier

Agencies or companies that acquire group of donors.

Campaign Forecast Grouping

Campaign forecasts are all custom forecasts being made, grouped by different combinations of channels and suppliers.

The “View latest version” button will redirect user to the latest forecast being made under the selected combination of channel and supplier.

The “Show all versions” button will expand all forecast versions under the selected combination of channel and supplier.

Combining Multiple Forecast Results

User can select any forecast version and combine the results of all forecast together by following instructions below:

  1. Click the “Show all versions” button to expand all forecast versions under the selected combination of channel and supplier, doing this step as much as you would like for all combinations of channels and suppliers of interest.
  2. Click the “Add to collection” button to include the forecast version of interest into the combined results, doing this step as much as you would like. The button “View collection” should appear once you selected at least one forecast version.
  3. Then click the “View collection” button to see the combined multiple forecast results.

Note: The “View” button at each forecast version will only show the forecast result of the selected version.