Follow

Inventory Center - Manage Sales Projections

Inventory Center - Manage Sales Projections

In this article:

About Sales Projections

The Sales Projections area in Lasso allows you to enter your sales goals based on the following:

  • Date Range
  • Number of Inventory Units
  • Dollar amount
  • Inventory Status

View actual sales compared to projections in the Sales Projections Report.

Add Sales Projection

1 - In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.components.jpg

2 – Hover over Inventory and select Sales Projections.

3 – Click on Add Projection.

4 – Enter a Name for the Sales Projection.

5 – Enter a Start Date and End Date.

6 – Enter an Inventory Goal or a Dollar Goal or both.

7 – Click Save.

The Sales Projection will be listed on the Sales Projections page. You can compare sales against projections in the Inventory Sales Projections Report found under Reports in the Inventory Center.

Update/Edit Sales Projection

1 - In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.components.jpg

2 – Hover over Inventory and select Sales Projections.

3 – Click on the Sales Projection you want to change.

4 – Update the fields as desired and Save.

Delete Sales Projection

1 - In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.components.jpg

2 – Hover over Inventory and select Sales Projections.

3 – Click on the Sales Projection you want to delete.

4 – Click on Delete.

5 – You will be asked if you’re sure you want to delete the projection. Click OK.

The Sales Projection will be removed from the Sales Projections list and all associated reporting.