Forecast Events
Manage holidays, promotions, and operational events that impact sales and labor forecasts
Overview
Forecast Events represent known occurrences that will impact sales projections — holidays, promotions, local events, weather events, or closures. Applying an event to a forecast adjusts the projected sales up or down by a configurable percentage.
Event Types
| Type | Description | Typical Impact |
|---|---|---|
| Holiday | Public or company holidays (Thanksgiving, Christmas, etc.) | +20% to −100% |
| Promotion | Marketing campaigns, special offers, limited-time items | +10% to +30% |
| Local Event | Concerts, sports games, festivals near the location | +15% to +50% |
| Weather | Severe weather forecasts affecting traffic | −10% to −40% |
| Closure | Planned closures (maintenance, remodeling) | −100% |
Event Scope
Events can be scoped at different levels:
| Scope | Applies To | Example |
|---|---|---|
| Organization-wide | All locations | Thanksgiving Day |
| Location-specific | One location | Local street festival |
Organization-wide events are managed by Admins. Location-specific events can be created by General Managers for their assigned locations.
Creating an Event
- Navigate to Forecasting > Events in the sidebar
- Click Create Event
- Fill in the event details:
| Field | Description |
|---|---|
| Name | Descriptive event name |
| Type | Holiday, Promotion, Local Event, Weather, Closure |
| Start Date | First day the event impacts forecasts |
| End Date | Last day of impact (can be same as start for single-day events) |
| Impact % | Percentage adjustment to apply to sales forecast (+/−) |
| Scope | Organization-wide or specific location(s) |
| Recurrence | None, Annual, or Custom |
| Notes | Optional context for other managers |
- Click Save
How Events Affect Forecasts
When a forecast is generated for a week that overlaps with an event:
Adjusted Sales = Base Projection × (1 + Impact% / 100)Example: A "Fleet Week" event with +25% impact on a day projected at $10,000:
Adjusted Sales = $10,000 × 1.25 = $12,500Multiple events can overlap on the same day — their impacts are applied multiplicatively:
Final Sales = Base × (1 + Event1%) × (1 + Event2%)Event Calendar View
The Events page provides a calendar view showing:
- All upcoming and past events with color-coded types
- Which locations each event applies to
- The impact percentage at a glance
Filter by date range, event type, or location to find specific events.
Recurring Events
For annual events (Thanksgiving, Valentine's Day, etc.), enable Annual Recurrence when creating the event. The system will automatically apply the event to the appropriate week each year.
Editing and Deleting Events
- Edit: Click an event to modify its dates, impact, or scope
- Delete: Remove an event entirely (soft-delete; can be recovered from Recycle Bin)
Editing an event that's already been applied to a published forecast does not retroactively change the published forecast. It will only affect future forecast generations.