Forecasting
Forecast Configuration
| Field | Type | Description |
| Name | Free Text | Sets the name of the forecast. |
Entity to Forecast | Single Select | This determines if the forecast will be calculated from historic Ticket information or a specified Report |
Ticket Type to Forecast | Multi Select | (Only shows when the "Entity to Forecast" is set to "Ticket Volumes") This is the Ticket Type which will be used for the forecast. If no Ticket Types are added here thew forecast will use all Ticket Types. Ticket Types chosen here should be mapped in the Ticket Volumes module. |
Ticket Source to Forecast | Single Select | (Only shows when the "Entity to Forecast" is set to "Ticket Volumes") This is the Source of the Tickets which will be used for the forecast. If no Ticket Sources are added here thew forecast will use all Ticket Types. This is useful for forecasting on Tickets that have been raised via different methods. Ticket Sources chosen here should be mapped in the Ticket Volumes module. |
| Report | Single Select | (Only shows when the "Entity to Forecast" is set to "Use Report Data") This is the report which will be used for the forecast. |
Date Field Name | Free Text | (Only shows when the "Entity to Forecast" is set to "Use Report Data") Sets a date field from the report to use for the forecast. |
Value Field Name | Free Text | (Only shows when the "Entity to Forecast" is set to "Use Report Data") Sets a non-date field to use for the forecast contents. |
| Model to use | Single Select | Sets the time series model that will be used in the forecast. More information on these models can be found here. |
Model Configuration
| Field | Type | Description |
| Frequency | Single Select | Sets the date frequency that is used to measure the forecast. |
| Horizon | Integer | Sets how far into the future the forecast is for. This is based on the frequency set above. |
Time Series Key | Read Only | (Only shows when the "Entity to Forecast" is set to "Ticket Volumes") This is the field name for the unique datetime key of your data set |
| Start Date | Date | Sets the date to start the model from. You should have data from this date onwards for accurate predictions. |
| End Date | Date | (Only shows when the "Entity to Forecast" is set to "Ticket Volumes") Sets the end date of the forecast. |
| Window size | Integer | Sets how many time steps are used to work out the recent average. This only shows if using a "Moving Average" model. |
| Allow negative values in the forecast output | Checkbox | If enabled, prediction values can be negative. |
| Allow decimal values in the forecast output | Checkbox | If enabled, prediction values can be decimals. |
| Set a lower bound on the forecast output | Checkbox | If enabled, a lower bound can be set for the predicted values to be above. |
| Lower Bound | Integer | Sets the lower bound of the predicted values, allowing you to ensure predictions are capped at realistic limits that reflect the scenario. |
| Set an upper bound on the forecast output | Checkbox | If enabled, an upper bound can be set for the predicted values to be below. |
| Upper Bound | Integer | Sets the upper bound of the predicted values, allowing you to ensure predictions are capped at realistic limits that reflect the scenario. |
| Run Forecast | Button | Clicking this will run the forecast data, and will show in the "Forecast Output" tab. |
| Save Forecast Output | Button | Clicking this will save the input to reference in a report. |
Schedule
| Field | Type | Description |
| Set Schedule | Button | Clicking this will set the schedule for how often the forecast will run. |
Schedule type | Single Select | Determines how the schedule will be set up and run. This can be using a Start date and Repeat Period, Selected days of the week, or Day of the month and repeat interval. |
| Time | Time | This is the time the schedule will run. |
| Start Date | Date | This is the first date the schedule is set to run. |
| Repeat Period | Single Select | (Only shows when the "Schedule Type" is set to "Start date and Repeat Period"). This determines how frequently the schedule should run i.e the first days of the month, every two weeks. |
| Frequency | Single Select | (Only shows when the "Schedule Type" is set to "Selected days of the week"). This determines how frequently the schedule should run on the days selected below i.e monthly, yearly. |
| Monday/Tuesday/Wednesday/Thursday/Friday/Saturday/Sunday | Checkbox | (Only shows when the "Schedule Type" is set to "Selected days of the week"). This determines which days of the week the schedule will run. This will be used alongside the frequency set above to determine when the forecast is calculated. |
Send on this day of the month | Integer | (Only shows when the "Schedule Type" is set to "Day of the month and repeat interval"). This is the day of the month the schedule will run. |
| Send on this month | Integer | (Only shows when the "Schedule Type" is set to "Day of the month and repeat interval"). Determines the month(s) the schedule will run. |
| Repeat Years | Integer | (Only shows when the "Schedule Type" is set to "Day of the month and repeat interval"). Determines the year(s) the schedule will run. |
| End Date | Date | This is the last date the schedule is set to run. |
| Create on holidays | Checkbox | When enabled, the schedule can be run on holiday. |
Workdays to use for Holiday | Single Select | (Only shows when "Create on holidays" is disabled). This sets the workdays the schedule will use to ensure the schedule is not run on a holiday. |
| Active | Checkbox | Shows if the schedule is enabled. |
| Last creation date | Date | Shows when the schedule last ran. |