Forecast and planning Answer 9 of 9

Which forecast emails and alerts can I get?

Five: the forecast in your daily email, on unless you switch it off, and four alerts that email you when something in the forecast needs you.

The daily email's forecast says where this month will likely end in EBITDA, against your goal if you have set one, and what the months ahead add up to in EBITDA and net revenue, read from the forecast built with that morning's sync.

The alerts look only at the months that begin within the next eight weeks, where the forecast is firmest. A month will likely miss its EBITDA goal: on by default, and it speaks only once you have set EBITDA goals. Cash is likely to drop below a threshold you choose: it needs your cash today on the Stock & cash tab. A product needs ordering: on its order-by day from the purchase plan, and named again after two weeks if it is still due. Marketing goes over budget: when a month's marketing is forecast above the budget you set in Goals. The last three are off until you turn them on.

The goal, cash and budget alerts write at most once a week and the reorder alert at most once a day. Each person sets their own, on the Forecast page under Alerts or in Settings and then Notifications, and every alert carries a one-click unsubscribe. On Base, while a paid month is past its order limit, the alerts pause and the daily email leaves the forecast out.

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More in Forecast and planning

All 9 questions
  1. 05 How do I add a sale or a launch to the forecast?
  2. 06 How does the purchase plan decide what to order?
  3. 07 How does the cash plan work?
  4. 08 What is a lead time used for, and where do I set it?
  5. 09 Which forecast emails and alerts can I get? You are reading this

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