What’s a best practice when using Performance Planner?

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  • Looking at forecasts on a year-by-year basis, since sales data tends to be higher during an industry’s peak seasonal period.
  • Utilizing Performance Planner the most during non-seasonal periods, since these are the time when data is most accurate.
  • Developing month-by-month plans in the tool and viewing updated forecasts routinely
  • Creating an annual forecast at the beginning of the fiscal year in order to determine budgets
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