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Support  > Veterinarian Support  >  Reporting  >  Forecasts

Forecasts

Overview

Select View

Account View

Farm View

Overview

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This screen enables you to view sales and volume forecasts at the Account and Farm level for health treatments and veterinary services and modify the details of these at the Farm level.

Overview

Select View

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On selection of Forecast, the following screen will display to enable the selection of the Account and/or Farm forecast.

  • If the user has access to only one Account

    • It will be pre-selected and the button disabled

    • It will display the Account View Forecast for 12 months from the current month

    • The SELECT FARM button will be enabled. If a Farm is selected, it will change the forecast view from Account View to Farm View below​​

  • If the user has access to multiple Accounts and Farms, only the SELECT ACCOUNT button will be enabled. Once an Account is selected, it will:

    • Display the Account View Forecast for 12 months from the current month

    • Enable the SELECT FARM button. If a Farm is selected, it will change the forecast view from Account to Farm below​

  • If the Account selection is changed, this will:

    • Change the screen to the Account View Forecast for the 12 month timeframe selected​

    • Remove any Farm selections and change this button to SELECT FARM

  • If the Farm is changed, this will change the forecast view to the Farm selected

Select View

Account View

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If an Account is selected without a Farm, a screen similar to what is displayed below will be presented. The screen is separated into three sections:

  • Treatment Sales Forecast:

    • View individual treatment sales by month for all farms, expand to see breakdown by farm along with a total for the 12 months chosen

    • View treatment sales for all treatments by month and a total for the 12 months chosen

  • Services Sales Forecast:

    • View individual services sales by month for all farms, expand to see breakdown by farm along with a total for the 12 months chosen

    • View services sales for all services by month and a total for the 12 months chosen

  • Treatment Quantity Forecast

    • View individual treatment quantities (by uom) by month for all farms, expand any row to see the breakdown by farm along with a total for the 12 months chosen

    • View treatment quantities for all treatments by month and a total for the 12 months chosen

Account View
Farm View

Farm View

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If a Farm is selected, a screen similar to what is displayed below will be presented. The screen is separated into three sections:

  • Treatment Sales Forecast:

    • View individual treatment sales by month for the farm

    • Expand any row to:

      • View treatment sales details by event in the timeframe specified

      • View the estimated number of animals for the event based on the stock class & gender based on information in system. If animal type, gender and birth date is not available the animal or Non-ID Group will not be counted.

      • View the estimated total weight for the number of animals identified based on their stock class at the planned time of the event and their most recent weight. If there are no weights for an animal, this will be blank.

      • Modify the number of animals or total weight which will modify the revenue per event and totals

      • If changes are made the SAVE button will activate. Select this to save changes for the farm

      • To have the system update the amounts after changes have been saved, select the overflow icon (3 dots at end of row) and select update. This will change the previous manual entry to the latest system information

  • Services Sales Forecast:

    • View individual services sales by month for the farm

    • Expand any row to:

      • View services sales details by event in the timeframe specified 

      • View the estimated number of animals for the event based on the stock class & gender based on information in system. If animal type, gender and birth date is not available the animal or Non-ID Group will not be counted.

      • Modify the number of animals 

      • View a previously entered services cost which will modify the revenue per service and totals

      • If changes are made the SAVE button will activate. Select this to save changes for the farm

      • To have the system update the amounts after changes have been saved, select the overflow icon (3 dots at end of row) and select Update. This will change the previous manual entry to the latest system information.

  • Treatment Quantity Forecast

    • View individual treatment quantities (by uom) by month and total for the farm for the 12 months chosen

    • Expand any row to:

      • View the quantity breakdown by events for the 12 months chosen based on changes made in Treatment Sales Forecast above

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