Forecast Server™ Smart Workflows

Efficiently Manage Your Forecasts and People with Smart Workflows

Your time is best spent making your forecasts as accurate as possible, not organizing tens or tens of thousands of forecast items and reminding team members to update their forecast assumptions.

Vanguard Forecast Server includes smart workflow features to automatically manage your forecasts and your people.

• Forecast homepages to organize everything about each forecast.
• Custom properties to classify items using your codes and terminology.
• Filter and search to quickly find forecasts.
• User management to control user rights.
• Access controls to protect sensitive data.
• Proposals to suggest changes to colleagues.
• Documentation to provide rationale for your forecasts.
• Expiration dates to periodically notify users to update their forecasts.
• Version control for all prior forecasts.
• Dynamic reporting to view the reports you need on-demand.
• And much more.

Easily manage the business information used to create forecasts as individual records. Filter and search records to locate and select the information you need.

Collaborative Business Forecasting

When forecasting knowledge is spread throughout your organization, Forecast Server directly involves key individuals in a collaborative forecasting process. Each individual builds forecast components that represent his or her piece of the forecast. Vanguard then assembles all of the components to create the complete forecast. The intricate complexities of aggregating the components when they are built by people in different countries using different currencies, different time scales, different update schedules, etc., are all handled automatically by Forecast Server.