Forecast Audit Log

1 min read

The Forecast Audit Log provides a history of forecast changes, allowing authorized users to review what changed, when the change occurred, and who made the update. It supports accountability, collaboration, and historical analysis throughout the forecasting process.

Overview #

Forecasts often change as new business information becomes available. Customer commitments, promotions, market conditions, and planner decisions can all result in forecast revisions.

The Forecast Audit Log provides visibility into these changes by maintaining a record of forecast activity. Rather than wondering why a forecast value changed, planners can review the audit history to better understand when changes were made and support discussions during the planning process.

Maintaining an audit history also improves accountability by providing transparency into forecast modifications over time.

Before You Begin #

Before reviewing the Forecast Audit Log:

Ensure you have permission to access forecast history.
Identify the product, account, or planning period you wish to review.
Understand the planning period or forecast values you are investigating.

Step-by-Step Instructions #

Open the forecast you wish to review.
Access the Forecast Audit Log.
Review the recorded forecast changes.
Identify the changes relevant to your investigation.
Return to the Forecast Editor if additional forecast adjustments are required.

Note: The available audit history and information displayed may vary depending on your organization’s configuration.

[INSERT SCREENSHOT OF AUDIT LOG REPORT]

Expected Results #

After reviewing the Forecast Audit Log, you should be able to:

Determine whether forecast values have changed.
Understand when forecast changes occurred.
Identify who made the changes (where available).
Better understand the history of a forecast during the planning process.

Tips & Best Practices #

Review the audit history before making significant forecast adjustments.
Use the audit history during forecast review meetings to explain planning decisions.
Investigate unexpected forecast changes before making additional edits.
Include the Forecast Audit Log as part of your organization’s planning review process.

Troubleshooting #

I don’t see any audit history.

The selected forecast may not have any recorded changes, or you may not have permission to view audit information.

I can’t access the Forecast Audit Log.

Access may be restricted by your user role or security permissions. Contact your system administrator if additional access is required.

I don’t understand why a forecast changed.

Review the audit history together with your organization’s planning process and consult the planner responsible for the forecast if additional clarification is needed.