Introduction to ForecastRx Dashboards and Features

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. 

Manage Company Button

The “Manage Company” 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 more to help us deliver the most accurate demand forecasts and purchasing recommendations. Add vendor information to Suppliers, add/modify open purchase orders in Supply, view sales in Demand, and edit SKU data in Items. 

Under Advanced, you will find Edit Kits (for Amazon and CSV users) and the Modify Item History section that 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 are to adjust for stock-outs, promotions, or other identified anomalies as well as leverage past sales history of a phase-out item for its replacement.

Check out the Manage Button

Purchasing Button

The ‘My Suggested’ area of Purchasing is where ForecastRx offers automatically-created Purchase Orders for each vendor based on your latest forecast results. The “Custom” area of Purchasing is where ForecastRx offers you the ability to create custom purchase orders and view recommendations from your entire active item list (regardless of whether items have a positive reorder quantity). 

Check out the Purchase Button

RestockAMZ

RestockAMZ is an add-on feature for Amazon-integrated companies that provides Amazon FBA restock recommendations and shipment creation/tracking tools. In this section, you will find sales and inventory data similar to Purchasing, but for the purpose of restocking FBA. View and export shipment recommendations from Restock Recommendations, create shipments with Restock Recommendations or Restock from Upload, adjust your restock parameters with Settings, store shipping addresses in Address Book, and track FBA shipments in Manage Shipments. 

For more information on RestockAMZ features, check out Introducing RestockAMZ

Check out the RestockAMZ 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 at the top of your screen or from the Links column (Pie Chart) under the Purchasing tab My Suggested and the 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 at 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 ensure 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.

Forecast Report and Notifications Buttons 

(Viewable/Accessible from ALL Screens)

The Forecast Report button will initiate a .csv download for your 12-month forecast for each item. The forecast report displays projected sales (not relating to inventory level or safety stock) per month and updates with each forecast when new sales or modifications to sales history are made. 

The Notifications button will bring you to the Notifications Dashboard where you can find account alerts, missing information, inventory status updates, and more. This report can be emailed to your account users as well and settings for email frequency are also on this page. 

Check out the Notifications Button

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