Copying a sales forecast

Open: Planning > Sales Forecasts > Records > Copy Sales Forecast.

  1. Select the existing sales forecast to copy.
  2. Enter a unique reference for the new forecast.
  3. To use your company's financial year, select the Financial check box. To use the calendar year, leave the check box clear.

    4. The Start Date and End Date of the chosen year display automatically.

  4. To save the forecast, click OK.

    5. The forecast is saved with the new reference.

    You can amend the forecast if required.

See also

Other tasks

Creating a sales forecast

Amending a sales forecast

Deleting a sales forecast

The Sage 200 Manufacturing module is currently in extended support. You can find out more about support in our product lifecycle.

We are retiring the Manufacturing module from our software with the Sage 200 Professional 2025 R2 release. Please speak to your Sage Business Partner to find out more.