How to Create and Update Forecast Aspirational Revenue

When forecasting is enabled, the software generates some initial numbers based on historical data.  These numbers need to be assessed and updated.

1. Go to the Forecast Summary screen.
2. Click the Edit pencil on the Aspirational Revenue line.
3. Click Reset Aspiration to set the next 12 month’s revenue forecast amount.  RTC displays the past 12 months actual revenue.
4. Select whether to enter the yearly amount as a Percentage of last year’s revenue, or by Manually entering it.
5. Enter either the amount or percentage, depending on the method chosen.
6. Click Next.
7. Select whether to split the 12 month revenue forecast Evenly over the months, or set it to the Seasonal shape of the past 12 months.  You will have the ability to update the amounts afterward.
8. Click Accept & Save.
9. Optionally adjust the monthly amounts either by Percentage or amount (Final Target) if they need updating from the system calculations.
10. Click Accept & Save.