Note: Actions on the Easilys platform depend on your user access permissions. If you cannot perform the actions below, it may be due to restrictions on your user profile. Contact the Support team or your administrator for assistance.
Overview: Easilys empowers food service managers to forecast sales effectively, enabling them to input, review, and validate sales expectations for individual products. This tool utilizes POS data and sales history to streamline order preparation, production planning, and staffing needs.
Start from: The Easilys Menu.
- Navigate to Sales > Sales forecast.
1. Initialising the Sales Forecast
To define a sales forecast, you can initialise the forecast using historical sales data from another period and/or add services and recipes manually.
CASE 1: You want to generate forecasts based on sales history
The forecasts generated this way are based on sales history retrieved from the POS system: number of covers per service, average quantities sold per day, per service, and per recipe.
Click on Forecast.
Select a reference period (a full week or several weeks) to calculate the averages. For example, sales data from all Mondays of the selected reference period will calculate the average for future Mondays.
Choose a target period (another full week) to apply the forecast, with the option to adjust the averages by an increase or decrease percentage.
Enter, if needed, a change value (a percentage increase or decrease) to apply to the target period.
Click Validate.
The forecast will then be displayed. The forecasts are rounded up to the nearest whole number; for example, 2.3 is rounded up to 3. Days with zero sales are excluded from the calculations.
CASE 2: Manual Entry of the Forecast
With this method, the idea is to add the desired services and recipes without relying on past sales, so without first clicking on “Forecast”.
1. Add services
Click Add a service to add one or more services.
Select the desired meal types, for example, lunch, dinner.
Select Save.
If needed, you can add more services by selecting + Add a service and proceeding as before.
2. Add recipes
Select + Add a recipe in the desired service.
Select the desired recipes, using the search area if needed.
Click Save.
2. Adjusting the Sales Forecast
Once the forecast has been initialised, you can modify it by adding or removing services and/or recipes and by editing the numbers for future dates (white cells). Once the day has passed, actual POS data will replace these numbers and the cells are greyed out.
1. Add / Remove Services and/or Recipes
To add recipes or services, use the + Add a recipe and + Add a service functions as described above in the manual initialisation case.
To delete recipes or services: Click the bin icon next to the recipes or services to delete.
Confirm deletion.
Note: You can delete multiple recipes by checking the box in front of each relevant recipe, then clicking the bin icon at the top right of the screen and confirming the deletion.
2. Adjust forecast values in white cells (future dates)
The number of covers for each service on each date can be edited directly in the screen. If you do this, the quantity of each recipe is recalculated proportionally.
The quantity of each recipe can also be edited directly in the screen.
3. Validating the Forecast
Finalise the forecast by clicking on Validate.
Confirm in the pop-up window by selecting Yes.
You can then calculate order preparation and generate production documents based on this forecast.
Note: If needed, you can modify your forecast and validate it again so that it is included in the order calculations and production reports.