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Forecast Sales Import
Forecast Sales Import

Learn how to import your yearly sales forecast/sales target in bulk to the system.

Sean McTiernan avatar
Written by Sean McTiernan
Updated over a week ago

In this article, you will learn:

  • How to import Forecast Sales to Bizimply

Please note: This is part of the Forecasts app in the Operations Management Suite. You must either be an account administrator or assigned access to your group role to access this part of Bizimply

How to Import Forecast Sales to Bizimply

  1. Login as an account administrator

  2. Click 'All Locations' drop down menu in the top right to view the page as 'All Locations'

  3. Click into 'Forecasts' tab from the navigation bar

  4. Select 'Forecast Sales Import' under 'Forecast Imports' on the left side of the page

  5. Read all instructions in the blue box

  6. Click on the blue button 'Forecast Sales Import Sample File' to download the sample file

  7. Populate the file with data, ensuring you do not change the location/store name and data formatting is correct

  8. Save the file

  9. Select the CSV File and then click the blue 'Import' button

  10. If any fields have failed to import, a list will be generated. You can then fix the errors and re-import the file.

  11. If there are no errors and the file uploads successfully, you will get a confirmation message

  12. Please note that it may take a few minutes for a large file to upload

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