Create a new long-term forecast

1. From the Interaction Optimizer Home page, in the Forecasting area select Create long-term forecast. The New Long-Term Forecast dialog box opens.

2. Enter a name and optional description for the forecast.

3. In the Forecast start date and Forecast end date areas, click to highlight the time frame for the long-term forecast. Click the right and left arrow buttons next to the month and year to display a future or previous date.

4. To use historical data, select the Historic data radio button and click to highlight the time frame from which to import historical data.

5. To import an Excel (.xls) file, select the Import weekly data radio button and do one of the following:

   • Click Browse to navigate to the file you want to import.

   • Click Download weekly template and manually incorporate your forecast data.

6. Click OK.

7. If applicable, the New Long-Term Forecast: Select Representative Week dialog box opens. Select the weeks to use when creating an average representative forecast.