4.4 Add a Forecast.md

# Adding a Forecast in Genesys Cloud Follow these steps to add a forecast in Genesys Cloud: ## 1. Navigate to the Forecasts Page 1. Click **Admin**. 2. Under **Workforce Management**, click **Forecasts**. 3. In the upper-right corner: - Click the **Business Unit** list and select the desired...

# Adding a Forecast in Genesys Cloud Follow these steps to add a forecast in Genesys Cloud: ## 1. Navigate to the Forecasts Page 1. Click **Admin**. 2. Under **Workforce Management**, click **Forecasts**. 3. In the upper-right corner: - Click the **Business Unit** list and select the desired Business Unit. - Select the **Time Zone** list to change the time zone (defaults to the Management Unit's time zone). 4. Click **Add** to open the Add Forecast page. --- ## 2. Configure the Forecast ### Set the Forecast Start Week 1. Click the calendar icon at the end of the **Forecast Start Week** box. 2. Highlight the desired week for the forecast. 3. To navigate to other dates, use: - The arrows next to the month and year, or - The dropdown lists. - **Note**: You can select a start week up to **26 weeks** before or after the current week. ### Select Number of Weeks 1. Choose the **Number of Weeks** for the forecast. - **Notes**: - **Automatic Best Method Selection** and **Import Forecast** support forecasts: - **Short-Term**: Up to 6 weeks. - **Long-Term**: Up to 104 weeks. - **Weighted Historical Index** and **Weighted Historical Index with Source Data Import** support forecasts for **1 week**. ### Set Forecast Duration 1. Check the **Forecast Duration** box if you want to use the **short-term interval forecast** for scheduling. --- ## 3. Enable for Scheduling - Under **Scheduling**, check the box to use the forecast for scheduling. - **Note**: This option can be enabled later in the Forecast list view if needed. --- ## 4. Add Additional Details - In the **Description** box, add optional information to distinguish this forecast from others for the same week. --- ## 5. Select a Creation Method 1. Under **Creation Method**, choose one of the following: - **Automatic Best Method Selection** - **Import Forecast** - **Weighted Historical Index** - **Weighted Historical Index with Source Data Import** 2. Click **Add Forecast** to complete the process. --- # Forecast Creation Methods in Genesys Cloud Genesys Cloud provides several methods to create forecasts, allowing flexibility based on your data and requirements. --- ## 1. **Automatic Best Method Selection** - **Overview**: - Uses advanced time-series forecasting techniques, best practices, and outlier detection. - Automatically applies mathematical fixes for missing data to minimize errors. - Unlike the **Weighted Historical Index**, this method uses **all available historical data**. - **Supported Durations**: - **Short-Term**: Up to 6 weeks. - **Long-Term**: Up to 104 weeks. --- ## 2. **Weighted Historical Index** - **Overview**: - Creates a forecast based on previously captured **historical Genesys Cloud data**. - Enables specification of a **historical index weighting** for fine-tuning the forecast. - **Usage**: Best for leveraging historical data directly from the platform. --- ## 3. **Weighted Historical Index with Source Data Import** - **Overview**: - Creates a forecast using historical index weighting and external data imported from a **.CSV file**. - Maps imported data as source days for the forecast days, providing a weighted historical data option. - **Usage**: Ideal for incorporating external datasets into the forecast. --- ## 4. **Import Short-Term Interval Forecast Data** - **Overview**: - Allows the import of a pre-created forecast from a **.CSV file**. - Used for forecasts with a maximum duration of **6 weeks**. - **Note**: - All data in the file must fall within the forecast duration period. - If any data is outside this range, the system returns an error. --- ### #GenesysCloud #ForecastCreation #AutomaticBestMethod #WeightedHistoricalIndex ### #GenesysCloud #ForecastCreation #WorkforceManagement