How to Setup Weighted Forecast in WeEstimate

To set up the use of weighted forecast in WeEstimate you must first go to “Program Options”, “Forecast”, and set your system to “Weighted Forecast”. Then configure the Forecast drop down which will represent a percentage and description.

Once configured you can set Forecast within an Estimate at the “Forecast Tab” by selecting edit and selecting a forecast percentage, and after saving will see the weighted forecast for the Outright, RMR, and RAR of the Estimate. This is also where you will set your “Next Action” and “Next Action Item”

To run a report on the Weighted Forecast, there are 4 New columns in the WeEstimate URG that will some the Weighted Forecast Description and Percentage, Weighted Sales Total, Weighted RMR Total, and Weighted Annual Total.

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