Can managers override or lock the sales forecast in Axial Shift?
Yes. Managers can adjust the forecast for things they know are coming, such as a large party or a local event, and permissions control exactly who can make changes. You can also lock the forecast by role so it stays consistent across stores.
Adjusting the forecast
Authorized managers can change projected sales for any upcoming day. The adjusted number then drives schedule templates and plan-versus-actual pacing in the Daily Guide.
Locking it down
Forecast editing is a permission like any other in Axial. Give it to GMs only, to regional leaders only, or turn it off entirely.
Using a corporate forecast
If finance owns the forecast, you can bring it into Axial by CSV or through the API, and Axial reports actual sales against it.
Comparing against the forecast
Forecasted sales can also be used as a comparison in the mobile app, which helps when looking at holidays and other unusual days.
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