By default, WiredUp using the Benefit Target Percent in estimating what the Forecast values should be (provided there have not been specific values configured on Idea Forecast section of an initiative). These percentages are configured from Administration > Stages under the Initiative section.
Specific timelines of an Idea can be set on the initiative's Workplan section. This is how these timelines are used to calculate the Idea's Forecast values:
- This Idea will be forecasting at 0% from 2025-01-18 until 2025-02-28 whilst it is in Evaluating.
- This Idea will be forecasting at 0% from 2025-03-01 until 2025-05-31 whilst it is in Implementing.
- This Idea will be forecasting at 50% from 2025-06-01 until 2025-08-31 whilst it is in Cash Flowing.
- This Idea will be forecasting at 100% from 2025-09-01 until 2025-12-31 whilst it is in Locked In.
The system provides you with the ability to override these default stage percentages by capturing specific forecast percentages or amounts of an Idea. This is done on the Idea's Forecast section.
