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  1. #1
    5 Star Lounger
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    Sales Forecasting database (2000)

    I hesitate to ask this but does anyone have an example of a sales forecasting database? I need some ideas. I have a meeting next week where I will get more details on what they want but for now, I would like some ideas. Thanks for any help you can provide.

  2. #2
    3 Star Lounger
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    Re: Sales Forecasting database (2000)

    We have one set up at our company that started out looking like an excel spreadsheet and then got more complicated. We set this up with a split database (so they can all do forecasts at the same time) and we built in security (so manager A doesn't see what manager B' customers are or what they're forecasting). We default the forecast for the next year with the sales for the current year and the dollar amount is based on what they set as the sales price X number sold/forecasted. The managers have the ability to adjust this forecast, or add a new forecast for an existing customer.

    At the end of the day, a report goes out, via email to the manager in charge of the forecasting, and the sales managers all get copied on it, although originally, they had requested to be emailed every time they did a forecast. We also put in an audit trail so that we could tell who-what-where-when but not why (because I can't make a query that can read their minds, yet) a manager changed a forecast. When the manager changes the forecast, the amount changes color to red.

    All in all our application is pretty complicated so I can't very well whip out a copy to you, but if you start with what your managers are doing now, build it into a form, determine if this will be one big happy share-it-all database or not, and find out if they need emailed or display reports, then you'll be on your way.

    Good luck!!! <img src=/S/joy.gif border=0 alt=joy width=23 height=23>
    Carpy Diem, it&#39;s .

  3. #3
    Plutonium Lounger
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    Re: Sales Forecasting database (2000)

    Do you mean an application that would extrapolate from existing sales data and allow you to create projections based on entered variables or one that would just do what if projections based on input? You might also consider using Excel to create the What If scenarios based on data in an Access database.

    PS/ A Google search on sales forecasting database turns up a number of hits, including this one
    Charlotte

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