Which is regarded to be a best practice for using Performance Planner?

Question: Which is regarded to be a best practice for using Performance Planner?

  • Setting up an annual forecast at the start of the fiscal year so budgets can be created accordingly
  • Coming up with month-by-month plans in the tool and regularly viewing updated forecasts
  • Using Performance Planner more during non-seasonal periods, as these are the periods when data is most accurate.
  • Viewing forecasts on a year-to-year basis, since sales data during peak seasonal periods is typically higher

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