Track “projected” (latest estimate) customer spending. Compare to budgets, original forecast, or snapshots.
Spending forecast are created by the promotions and terms that are planned. This creates spending that is organized by the customer, product, & time dimensions, but also by promotion type, spending reason, general ledger accounts, and other attributes. Combined with actuals, we create latest estimate data metrics we call “Projected.” This can be compared to budget, the original forecast, and prior periods. Spending is presented in reports and dashboards.
