Forecast

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Icon.Forecast.png The Forecast module, located in the General group, is an add-on module that can be installed from the Small.Plugin.png Plugin module. After installing the plugin, a new module is added that uses historical data to forecast future sales, quantities, and costs.

Contents

Forecast.png

Install
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  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations module group.
  2. Select the plugin and click Install Now.
  3. Completely close all Fishbowl Clients.
  4. Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
  5. After re-opening the Fishbowl Server, the admin user can access the Small.Forecast.png Forecast module from any Fishbowl Client by opening the General module group.
  6. To grant access to additional users, open the Small.User Group.png User Group module and assign the Forecast-View right to the appropriate groups as explained here.

Filters
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Forecast Module Filters.png

The Filters pane is used to select the data used for forecasting, the date range, and the type of chart.

Forecast combinations
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By combining different formulas, chart types, dates, and intervals, many combinations are possible. Below are several possible combinations. To achieve overlapping lines, set the Forecast Date to include the Reference Date. For more information, hover over an image, click an image, or click a link.

Line Graph
Blue dots are connected
Accumulation
Running total
Scatter Plot
Blue dots are not connected
Constant Average

No trend.
Straight line using the average (mean) of the data.
Constant Average & Line Graph
Actual quantity with line
Average of the quantities
Constant Average & Accumulation
Actual quantity as running total
Average compounded as running total
Constant Average & Scatter Plot
Actual quantity without line
Average of the quantities
Linear Regression

Overall trend.
Straight line through the "middle" of the data points.
Linear Regression & Line Graph
Actual quantity with line
Straight trend line for quantity
Linear Regression & Accumulation
Actual quantity as running total
Straight trend line as running total
Linear Regression & Scatter Plot
Actual quantity without line
Straight trend line for quantity
Exponential Moving Average

Recent trend.
Wavy line that reacts to each data point.
Exponential Moving Average & Line Graph
Actual quantity with line
Wavy trend line for quantity
Exponential Moving Average & Accumulation
Actual quantity as running total
Wavy trend line as running total
Exponential Moving Average & Scatter Plot
Actual quantity without line
Wavy trend line for quantity

For mathematical descriptions of the formulas, see Constant Average, Linear Regression, and Exponential Moving Average.

Chart
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Forecast Chart.png

Customize tables
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The tables in the Small.Forecast.png Forecast module can be customized in several ways. Customizing the tables does not change the chart, but does affect the data that is exported.

TABS

Forecast tab
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Forecast Forecast Tab.png
Chart Data tab
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Forecast Chart Data Tab.png
Raw Data tab
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Forecast Raw Data Tab.png

Release Notes

Version 1.5

Features and Fixes

Version 1.4

Features and Fixes

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