Create forecast for monthly schedules

To connect to the monthly scheduling Optional licensed feature in WFM that allows generating schedules that cover a time period from the first to the last day of a calendar month, instead of one or multiple weeks. period, create a monthly forecast. Create the forecast based on monthly historical data.

Before you begin

Create monthly campaign and scheduling period

Procedure 

  1. Go to Forecasting and Scheduling. Under Tactical Forecasts, select Forecasts.

  2. From the filter pane on the left, select a Campaign, Scheduling period, and Queues.

  3. Expand the details pane on the right and select the History data tab.

  4. From the ribbon, select Add.

  5. From Month, select the month and year to retrieve history for the new forecast.

    The historical month is then added that match the month of the existing scheduling period.

    When forecasting using a monthly date, the day of the month from historical data is aligned with the day of the month of the scheduling period.

  6. Select Create forecast.

What to do next 

Generate monthly schedule

Add historical weeks