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How to Save Flex Figures in Forecast Portal

This guide shows how to use the Flex Forecast feature in the Forecast Portal to adjust your budget when sales exceed forecasts.

Zoe Fuller avatar
Written by Zoe Fuller
Updated over a week ago

Using the Flex Forecast option gives you a visual of how much additional Labour budget is available when sales go above the Base Sales estimation input. Check out the bottom of the article to find the calculation.

Enter your base sales, base wages, and flex percentage to get started.

Click "Save Flex Figures"


Chose between "Save for this week only" or " Save for this week onwards".

When the flex bar is highlighted in orange, it indicates that you've not exceeded the base sales estimation and exceeded the allocated labour budget. Hover over the flex figure to view the budget for that day.


When displayed in white, this indicates the remaining budget, including the flex amount.


To see how flex is calculated:
For every £1 over your forecasted sales, the inputted flex percentage determines how much extra you can add to your budget.

Example:

  • Base sales: £1,000

  • Base Wage: £500

  • Flex %: 10%

  • Actual Sales: £1,500

Calculation:

  • Sales above forecast: £1,500 - £1,000 = £500

  • Extra budget from flex: £500 × 10% = £50

New available budget:
£500 (Base Wage) + £50 (flex) = £550


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