Editing and managing the WFM forecast page

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<strong>Add-on</strong>
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<td>Workforce Management (WFM) or Workforce Engagement Management (WEM)</td>
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<p id="docs-ai-summary-content">Edit and manage your Workforce Management forecast settings to keep up with changing conditions. Recalculate forecasts to adjust staffing needs, organize workstreams for better visibility, and export forecast data for analysis and reporting. These features help you stay prepared for demand fluctuations and optimize your team's performance.</p>
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<p class="p" dir="ltr">This article describes how to edit and manage the settings on the Zendesk Workforce
management (WFM) Forecast page.</p>
<p class="p" dir="ltr">You can edit your forecast settings by recalculating the forecast and organizing
your workstreams. You can also export forecast data.</p>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="topic-1__ul_ecg_31t_tfc">
<li class="li"><a class="xref" href="#topic_uj4_4zl_dgc">Recalculating forecasts</a></li>
<li class="li"><a class="xref" href="#topic_evy_c2d_tzb">Organizing workstreams</a></li>
<li class="li"><a class="xref" href="#topic_sm3_nzl_dgc">Exporting forecast data</a></li>
</ul>
<p class="p">Related articles:</p>
<ul class="ul" id="topic-1__ul_dyr_5x3_wbc">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443365703450" target="_blank">Accessing and reading WFM forecasting</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443407875354" target="_blank">Setting up WFM forecasting</a></li>
</ul>
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<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_uj4_4zl_dgc">
<h2 class="title topictitle2" id="ariaid-title2">Recalculating forecasts</h2>
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<p class="p">Recalculate your forecast to adjust staffing estimates based on changing conditions,
ensuring your team is prepared to handle fluctuations in demand.</p>
<p class="p">You can recalculate your forecast for all or specific workstreams. All inbound volume
calculations update with new historical volumes. Workstreams that have imported historical
volumes do not recalculate.</p>
<p class="p"><strong class="ph b">To recalculate a forecast</strong></p>
<ol class="ol">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_uj4_4zl_dgc__d8e206" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_forecasts_icon.png" width="16">
<strong class="ph b">Forecast</strong> in the navigation bar, then select <strong class="ph b">Forecast</strong>.</span></li>
<li class="li">Click the options menu icon <img class="image" height="21" id="topic_uj4_4zl_dgc__image_sg2_lgj_fgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_menu_vertical.png" width="21"> next to the workstream you want to
recalculate.</li>
<li class="li">Click <strong class="ph b">Recalculate forecast</strong>.</li>
</ol>
<p class="p"><strong class="ph b">To recalculate all forecasts</strong></p>
<p class="p">You can request a full recalculation of the forecast for all your workstreams every five
minutes.</p>
<ol class="ol" id="topic_uj4_4zl_dgc__ol_f24_vfj_fgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_uj4_4zl_dgc__d8e206" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_forecasts_icon.png" width="16">
<strong class="ph b">Forecast</strong> in the navigation bar, then select <strong class="ph b">Forecast</strong>.</span></li>
<li class="li">Click the recalculate icon <img class="image" height="28" id="topic_uj4_4zl_dgc__image_g24_vfj_fgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_recalculate.png" width="28"> next to <strong class="ph b">Forecast</strong>. </li>
</ol>
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<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_evy_c2d_tzb">
<h2 class="title topictitle2" id="ariaid-title3">Organizing workstreams</h2>
<div class="body">
<p class="p" dir="ltr">You can organize your workstreams on the Forecast page. To create additional
workstreams or modify existing ones, see <a class="xref" href="https://support.tymeshift.com/hc/en-us/articles/10679984897043" target="_blank">Creating workstreams</a>. </p>
<p class="p" dir="ltr"><strong class="ph b">To organize your workstreams in the Forecast page </strong></p>
<ol class="ol" id="topic_evy_c2d_tzb__ol_zrk_vgj_fgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_evy_c2d_tzb__d8e206" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_forecasts_icon.png" width="16">
<strong class="ph b">Forecast</strong> in the navigation bar, then select <strong class="ph b">Forecast</strong>.</span></li>
<li class="li">Take any of the following actions:<p class="p"><img class="image img-screenshot" id="topic_evy_c2d_tzb__image_ukk_y1s_tfc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_forecast_overview_new.png" width="800"></p>
<ul class="ul" id="topic_evy_c2d_tzb__ul_rlc_chj_fgc">
<li class="li" dir="ltr">Show or hide workstream trend charts by selecting them. Only ten or fewer
workstreams can be visible on a chart at a time.</li>
<li class="li">Edit the workstream by clicking the options menu icon <img class="image" height="17" id="topic_evy_c2d_tzb__image_vlc_chj_fgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_menu_vertical.png" width="17"> next to it and selecting <strong class="ph b"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443314489242#topic_qg3_rkz_11c" target="_blank">Go to workstream page</a></strong>.</li>
<li class="li">Group your workstreams in a folder by clicking the folder icon (<img class="image" height="21" id="topic_evy_c2d_tzb__image_yjm_34q_fgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/fore7.png" width="21">) to create a folder, then dragging
your Workstreams there to see a combined forecast for multiple workstreams. </li>
<li class="li">Click the settings icon (<img class="image" id="topic_evy_c2d_tzb__image_vjk_4wj_fgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_settings_icon.png" width="22">) to <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443407875354" target="_blank">adjust the workstream's settings</a> in the right panels.</li>
</ul>
</li>
</ol>
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<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_sm3_nzl_dgc">
<h2 class="title topictitle2" id="ariaid-title4">Exporting forecast data</h2>
<div class="body">
<p class="p" dir="ltr">You can export your workstreams' <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443365703450#topic_qq1_cts_tfc" target="_blank">inbound volume and staffing forecasts</a> to CSV files. </p>
<p class="p" dir="ltr">Exporting forecast data provides valuable insights for analysis and
reporting.</p>
<p class="p" dir="ltr"><strong class="ph b">To export forecast data</strong></p>
<ol class="ol" id="topic_sm3_nzl_dgc__ol_rdt_4jj_fgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_sm3_nzl_dgc__d8e206" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_forecasts_icon.png" width="16">
<strong class="ph b">Forecast</strong> in the navigation bar, then select <strong class="ph b">Forecast</strong>.</span></li>
<li class="li">Select the workstreams for which you want to export forecast data. </li>
<li class="li">Click the CSV icon (<img class="image" id="topic_sm3_nzl_dgc__image_fqj_krj_fgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/csv_icon.png" width="22">) next to the table you want to export. The download
starts.</li>
</ol>
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