Editing Forecasts

How to modify demand forecast values in Tether

Editing Forecasts

While Tether generates forecasts automatically, you often need to make adjustments based on business knowledge, planned promotions, or other factors. This guide covers all the ways to edit forecast values.

Editing capabilities depend on your role. Admins have full access; Sales Reps may have limited editing rights.

Why Edit Forecasts?

Common reasons to adjust forecasts:

Reason	Example
Planned Promotions	Marketing campaign will drive extra demand
Product Launches	New product with no history
Seasonal Events	Holiday peak not captured in model
Market Changes	Competitor exit, trend shift
Known Issues	Supply constraints, discontinuation

Inline Cell Editing

The quickest way to make changes is directly in the forecast table.

Making an Edit

1. Navigate to the Cell

   Find the SKU/channel and time period you want to edit

2. Click the Cell

   Click to enter edit mode. The cell becomes an input field.

3. Enter New Value

   Type the new forecast quantity

4. Save

   Press Enter to save or Escape to cancel

Edit Indicators

Indicator	Meaning
Yellow highlight	Cell has been edited
Blue border	Currently editing
Green flash	Save successful
Red border	Validation error

Bulk Inline Editing

Edit multiple cells quickly:

1. Edit a cell and press Tab to move to next
2. Continue editing and tabbing
3. All changes save automatically

Numeric Value Changes

Absolute Values

Enter exact quantities:

• Current: 100
• Type: 150
• Result: Forecast is now 150

Clearing Values

To remove a forecast:

• Enter 0 or leave blank
• Save the change

Percentage Adjustments

Adjust by percentage instead of absolute values:

Single Cell Percentage

1. Click on a cell
2. Click the percentage icon (%) or enter with % symbol
3. Enter: +10% or -20%
4. Applies percentage change to current value

Example:

• Current: 100
• Enter: +10%
• Result: 110

Row Percentage Edit

Adjust all periods for a row:

1. Select the Row

   Click on the row you want to adjust

2. Open Row Edit

   Click Row Edit or right-click and select “Edit Row”

3. Enter Percentage

   Enter the percentage change:

   • +15% to increase all periods by 15%
   • -10% to decrease all periods by 10%
4. Select Date Range

   Choose which periods to affect:

   • All visible periods
   • Specific date range
5. Apply

   Review preview and apply changes

Quick Edit Modal

For more control, use the Quick Edit Modal:

1. Select Cell or Row

   Click on the item you want to edit

2. Open Quick Edit

   Click the Quick Edit button or press a keyboard shortcut

3. See Details

   The modal shows:

   • Current value
   • Historical context
   • Recent trends
4. Make Adjustment

   Enter new value or percentage change

5. Add Reason

   Enter a reason for the change (recommended)

6. Save

   Apply the change

Change Reasons

Documenting why you made changes helps with analysis and audit.

Adding a Reason

When editing:

1. Make your value change
2. Click Add Reason or the reason icon
3. Enter a brief explanation:
   • “Holiday promotion expected”
   • “New marketing campaign”
   • “Product phase-out”
4. Save with the change

Save Reason Modal

For important changes, the Save Reason Modal provides more structure:

Field	Description
Category	Type of change (promotion, seasonal, market, etc.)
Description	Detailed explanation
Impact Period	How long the change affects
Confidence	How certain you are about the adjustment

Why Reasons Matter

• Accountability - Know who changed what and why
• Learning - Review if adjustments were accurate
• Communication - Team understands the reasoning
• Compliance - Audit trail for regulated industries

Editing Grouped Data

When data is grouped, editing works at different levels:

Editing Detail Rows

1. Expand the group
2. Edit individual SKU/channel cells
3. Group totals update automatically

Editing Group Totals

Some views allow editing at the group level:

1. Edit the group total
2. System distributes change to detail rows
3. Distribution method depends on configuration

Editing group totals may distribute changes in ways you don’t expect. Review detail rows after group-level edits.

Copying and Pasting

Copy from Spreadsheet

1. Copy cells from Excel or Sheets
2. Select target cells in Tether
3. Paste (Ctrl/Cmd + V)
4. Values populate

Copy Within Tether

1. Select cells to copy
2. Copy (Ctrl/Cmd + C)
3. Select destination
4. Paste (Ctrl/Cmd + V)

Copy/paste respects the data structure. Ensure source and target have compatible formats.

Reverting Changes

Undo Recent Edit

• Press Ctrl/Cmd + Z to undo
• Works for recent changes in current session

Revert to Original

To restore the system forecast:

1. Select the edited cell(s)
2. Click Revert or right-click → “Revert to Original”
3. Confirm the revert

Check Edit Log

To see what was changed:

1. Go to Edit Log
2. Find the specific change
3. See original and current values

Edit Permissions

By Role

Role	Capability
Admin	Full edit access
Sales Rep	Limited - may be view-only or restricted periods

By Time Period

Some configurations restrict editing:

• Historical: Cannot edit past periods
• Locked: Certain periods may be locked
• Future: Usually editable

By Channel

Channel access rules may limit which forecasts you can edit.

Best Practices

Always Add Reasons

Document every significant change. Future you (and your team) will thank you.

Check the Impact

Before saving:

• Review the change in context
• Consider ripple effects on inventory
• Verify it makes sense

Use Percentage for Trends

When adjusting for general factors (growth, promotion multiplier), use percentages rather than absolute values.

Review Regularly

Check edited forecasts against actuals:

• Were your adjustments accurate?
• Learn from over/under estimates
• Refine your adjustment approach

Coordinate with Team

If multiple people edit forecasts:

• Communicate about changes
• Avoid conflicting adjustments
• Use change reasons for visibility

Troubleshooting

Can’t Edit Cell

Possible causes:

• Historical period (locked)
• Insufficient permissions
• Cell is calculated/read-only

Solutions:

1. Verify you’re in an editable period
2. Check your role permissions
3. Try editing a different cell type

Changes Not Saving

Possible causes:

• Validation error
• Network issue
• Session timeout

Solutions:

1. Check for error messages
2. Verify internet connection
3. Refresh and try again

Next Steps

Edit Log

Track all forecast changes

Promotions

Manage promotional impacts on forecasts

Forecast Admin

Configure forecast settings

Sales History

Compare forecasts to actuals