- nouz
- Help centre
- Forecast and planning
- How do I add a sale or a launch to the forecast?
Forecast and planning Answer 7 of 19 Updated
How do I add a sale or a launch to the forecast?
Click Add event on the Planned events card, fill in the event and save it. From then on, the forecast counts it on its dates. Only an owner or admin can add or change events.
Give the event a name and a type: Sale, Launch or Campaign. Under Dates, pick its first and last day. Then say what you expect. Extra orders is how many more orders each day of the event brings than an ordinary day, in percent: 60 means 60% more. Extra ad budget is what you will spend on the event in total, on top of your ad plan. A sale also has a Discount, taken off everything sold during the sale. An empty field counts as zero.
While you type, the bottom of the panel shows what the event adds to EBITDA and net revenue over the next 12 months. A pill says Earns money or Loses money. Extra orders bring their own product costs, shipping and fees, so a big sale can still lose money. If a sale with a discount loses money, the panel adds The discount costs more than the extra orders earn.
On the card, a strip of months shows each event as a bar, and the list shows three events at a time. Each row shows the dates, what the event adds to EBITDA, a switch and a bin. Switch an event off to see the forecast without it, or delete it, which you can undo. All events together, at the bottom, adds up what they bring. A month with an event gets a diamond on Next 12 months.
Last year's Black Friday season is found in your own orders, once a year of orders shows one. It is listed with Repeats from last year and counts unless you switch it off. Open it to see what it brought last year. What to check before a sale goes in is set out in the Black Friday margin checklist.
Was this answer helpful?
More in Forecast and planning
All 19 questions- 05 What does the What the forecast assumes card show?
- 06 What do Orders a month and Revenue per order mean?
- 07 How do I add a sale or a launch to the forecast? You are reading this
- 08 What does the Forecast P&L show, and how do I export it?
- 09 What is in the About this forecast panel?
See what your store really kept yesterday.
Install nouz in minutes from the Shopify App Store. It imports every order your store has ever taken. Cancel anytime.