Are you ready to start learning about ForecastRx?

Let's head to the Dashboard.

On the Dashboard you will see three main windows designed to streamline your workflows. Below is a brief overview of each button to get you started with our application. Throughout your trial, you'll receive emails explaining how to maximize the use of each button in depth.

Manage Button

The “Manage” section of ForecastRx allows you to modify your forecasting inputs and specific ordering parameters. You can augment and adjust sales data, customize your company, item & vendor settings, and much more to help us deliver the most accurate demand forecasts and purchasing recommendations. The Modify Item History section offers three unique ways to modify your past sales data in order to improve your forecasting accuracy. A few popular reasons for modifying sales history is to adjust for stock-outs, promotions or other identified anomalies as well as leveraging past sales history of a phase-out item for it’s replacement.

Check out the Manage Button

Purchasing Button

The ‘My Suggested’ area of Purchase Orders is where ForecastRx offers automatically-created Purchase Orders for each vendor based on your latest forecast results. The “Custom” area of Purchase Orders is where ForecastRx offers you the ability to create custom purchase orders from your entire active item list. 

Check out the Purchase Button

Additional Dashboard Features

Item Card

(Viewable/Accessible from ALL Screens)
The item card is our most frequently used tool by current subscribers. You access our Item Cards via the search bar in the top right corner of your screen or from the Details column (Pie Chart) under the Purchasing Button in Custom POs grid. Here, you have the ability to view Detailed Performance Metrics based on your most recent sync. View 7-day, 30-day, 90-day, 365-day, MTD, and YTD historical sales for any item you choose. Next to these metrics, you will find a section containing info about future projections, based on your forecasting parameters and settings. Our algorithms use these performance metrics to provide accurate purchase quantities and projected out of stock dates.

Sync & Forecast Buttons

(Viewable/Accessible from ALL Screens)                       
The Sync & Forecast Buttons are located along the top of your screen. You can hold the mouse over either button to see when you last ran a Sync or Forecast. You will have the option to sync your company manually or have ForecastRx do an automatic nightly sync so your data is always up to date. Remember, you must run a forecast after every sync and data modification to insure our algorithms use your most recent data to provide up to date forecasts and purchasing recommendations.

Note: Choose whether you want to receive a confirmation email after ForecastRx runs a Sync or Forecast for your company in the Manage Button under Company.

If you would like to schedule a meeting with a member of our team—let us know, we are here to help!