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Forecast vs. Actual

Distributor guide to the Fusion Forecast vs. Actual report in Encompass (report 20897287): weekly or monthly forecast vs this year and last year sales by supplier, filters and column definitions. v25.04+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 25.04

Steps

The fusion version of the Forecast vs. Actual Report can currently be run by running report id 20897287. This will be added to the report library soon.

  • Running the report will default to weekly forecast data for the last weekly period and will group by supplier.
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  1. After the report renders, click on a supplier to see the drill-down options
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  2. Click on the filters tab to add additional filters or to change to monthly periods.
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  3. Click on the layout tab to add additional group by columns.

Fields And Definitions

Parameters/Filters:
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  • Period Type: Weeks (Default) or Months. This will filter on weekly or monthly forecast data.
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  • Forecast Group: Filters on inventory records belonging to a certain forecast group (Inventory - Forecast Group Effective)
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  • Purchase Agent: Filters on the purchase agent for a forecast group (Forecast Groups - Purchase Agent)
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  • Supplier: Filters on products for the selected suppliers (Products - Supplier)
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  • Brand Family: Filters on products for the selected brand families (Products > Brands > Brand Families)
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  • Brand: Filters on products for the selected brands (Product > Brands)
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  • Product: Filters on selected products.

  • Start Date: Filters on the weekly or monthly start date of a forecast period. Weekly forecasts periods start on either a Sunday or Monday depending on setting 56, so if running the forecast period = weekly, the start date will either be a Sunday or Monday. For example, if setting 56 = Monday and the Start Date entered = Wednesday, 3/5/2025, the start date used by the report will be Monday, 3/3/2025. If the start date is left empty, the report will run for the previous weekly or monthly period.
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  • End Date: Filters on the weekly or monthly end date of a forecast period. Weekly forecasts periods end on either a Saturday or Sunday depending on setting 56, so if running the forecast period = weekly, the end date will either be a Sunday or Monday. For example, if setting 56 = Monday and the End Date entered = Wednesday, 3/5/2025, the end date used by the report will be Sunday, 3/9/2025. If the end date is left empty, the report will run for the previous weekly or monthly period.
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Columns / Values:
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  • Period: This will show the forecast period date range based on the start and end date entered. If the start and end dates are left empty, the report will run for the previous weekly or monthly period.
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  • Forecasted Sales: Forecasted sales for the period. This value will include the system forecasted values unless a user has entered a forecast value.
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  • This Year Sales: Sales for the current year for sale customer account types in the forecast period unless, an invoice transaction has been excluded or the customer type is not included in sales forecast.
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  • Remaining: Difference forecasted sales compared to this year sales. Forecasted Sales - This Year Sales
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  • Remaining%: Remaining percentage of Forecasted vs actual. (Forecasted Sales - This Year Sales) / Forecast
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  • Last Year Sales: Sales for the previous year for sale customer account types in the forecast period, unless an invoice transaction has been excluded or the customer type is not included in sales forecast.
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  • Diff Last Year: Difference in actual sales compared to the previous year. This Year Sales - Last Year Sales
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  • Diff Last Year %: Percentage difference in actual sales compared to the previous year. (This Year Sales - Last Year Sales) / This Year Sales
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  • Forecast Variance: Accuracy of the forecasted sales compared to actual sales. This will be displayed in absolute values only. (This Year Sales - Forecasted Sales) / This Year Sales

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