--- title: Troubleshoot Forecast Data Issues description: This guide helps you fix common forecast data issues including negative numbers, outdated data, missing customer setups, and calculation mismatches --- [Skip to content](https://knowledge.govividly.com/troubleshoot-forecast-data-issues#main-content) [Submit a Support Ticket](https://knowledge.govividly.com/kb-tickets/new?hsLang=en) [Open the Vividly portal](https://knowledge.govividly.com/support?hsLang=en) [![hubspot\_survey\_logo\_vividly-4](https://knowledge.govividly.com/hs-fs/hubfs/hubspot_survey_logo_vividly-4.png?width=150&height=32&name=hubspot_survey_logo_vividly-4.png)](https://knowledge.govividly.com/?hsLang=en) Open main navigation Close main navigation - [Submit a Support Ticket](https://knowledge.govividly.com/kb-tickets/new) - [Open the Vividly portal](https://knowledge.govividly.com/support) Search the Vividly Knowledge Base - There are no suggestions because the search field is empty. 1. 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[Forecast](https://knowledge.govividly.com/insights?hsLang=en#forecast) April 1, 2026 # Troubleshoot Forecast Data Issues ## This guide helps you fix common forecast data issues including negative numbers, outdated data, missing customer setups, and calculation mismatches ![](https://knowledge.govividly.com/hs-fs/hubfs/undefined-Mar-13-2026-08-19-41-4016-PM.png?width=670&height=303&name=undefined-Mar-13-2026-08-19-41-4016-PM.png)   | **Quick Reference - Common Issues discussed here** | | --- | | [Issue 1: Negative numbers in All-Other Buckets](https://knowledge.govividly.com/troubleshoot-forecast-data-issues#Issue1) | | [Issue 2: Outdated forecast data](https://knowledge.govividly.com/troubleshoot-forecast-data-issues#Issue2) | | [Issue 3: Missing customer setup](https://knowledge.govividly.com/troubleshoot-forecast-data-issues#Issue3) | | [Issue 4: Wrong revenue source configuration](https://knowledge.govividly.com/troubleshoot-forecast-data-issues#Issue4) | | [Issue 5: Conflicting pricing](https://knowledge.govividly.com/troubleshoot-forecast-data-issues#Issue5) | | [Issue 6: Conflicting distributor splits](https://knowledge.govividly.com/troubleshoot-forecast-data-issues#Issue6) | | [Issue 7: Monthly vs. weekly mismatches](https://knowledge.govividly.com/troubleshoot-forecast-data-issues#Issue7) | | [Issue 8: Conflicting weeks to retail settings](https://knowledge.govividly.com/troubleshoot-forecast-data-issues#Issue9) | ---   ![](https://knowledge.govividly.com/hs-fs/hubfs/image-png-Mar-18-2026-06-35-03-6098-PM.png?width=670&height=110&name=image-png-Mar-18-2026-06-35-03-6098-PM.png)   ### **Issue 1: Negative Numbers in All-Other Buckets** **What you're seeing:** Negative values in All-Other Bucket forecasts. **Why this happens:** This is usually normal. All-Other Buckets calculate as: **Distributor Shipments - Retailer Consumption**. When you ship 1,000 units to a distributor in Week 1, but stores sell 250 units per week over Weeks 2-5, you'll see negatives in some weeks. This reflects timing between shipment and retail sales. **How to fix it:** - 1. **Check "Weeks to Retail"** - Go to **Manage \> Customers**, select your retailer, find **Weeks to Retail** field. Should be 2-4 weeks typically. Update if incorrect and regenerate forecast. 2. **Verify customer assignments** - In **Manage \> Customers**, confirm each retailer has correct distributor in **First Receiver** section and splits total 100%. Ensure each distributor has an All-Other Bucket assigned. 3. **Assess the pattern** - Occasional negatives are normal. Consistent extreme negatives every week suggest setup issues like incorrect distributor splits or weeks to retail. **When to override:** If future week forecasts don't match business expectations, click into the cell and enter your override value. **Remember:** Negative values in past weeks (actuals) often reflect real supply chain timing and shouldn't be changed. ---    ![](https://knowledge.govividly.com/hs-fs/hubfs/image-png-Mar-18-2026-06-36-38-5962-PM.png?width=670&height=271&name=image-png-Mar-18-2026-06-36-38-5962-PM.png)       ### **Issue 2: Outdated Forecast Data** **What you're seeing:** Forecast doesn't reflect recent revenue uploads, promotions, or pricing changes. **Why this happens:** Forecasts create snapshots and don't auto-update when you change data. **How to fix it:** - 1. Go to **Insights \> Forecast** 2. Click **Generate Forecast** (top right) 3. Wait 1-2 minutes for completion 4. Refresh your browser and check numbers **Best practice:** Generate weekly, after major uploads, or before important meetings.   ---   ![](https://knowledge.govividly.com/hs-fs/hubfs/image-png-Mar-18-2026-06-38-13-1680-PM.png?width=670&height=260&name=image-png-Mar-18-2026-06-38-13-1680-PM.png)     ### **Issue 3: Missing Customer Setup** **What you're seeing:** Distributor forecasts show zeros or unexpectedly low values. **Why this happens:** Missing required customer relationships. **How to fix it:** - 1. **Check distributors** - Go to **Manage \> Customers**, search for distributors, verify each has an All-Other Bucket. If missing, click **Create All-Other Bucket**. 2. **Check All-Other Buckets** - Find each All-Other Bucket customer, scroll to **First Receiver** section, ensure parent distributor is listed. Add if missing. 3. **Check retailers** - Filter to retailer customers, verify each has at least one first receiver (distributor or "Self"). Add if missing with splits totaling 100%. 4. **Regenerate forecast** after changes. ![](https://knowledge.govividly.com/hs-fs/hubfs/image-png-Mar-18-2026-06-39-41-0702-PM.png?width=670&height=70&name=image-png-Mar-18-2026-06-39-41-0702-PM.png) ---   ### **Issue 4: Wrong Revenue Source Configuration** **What you're seeing:** Significantly lower forecast numbers or zeros despite uploads.  **Why this happens:** Revenue sources must match customer types: - - **Retailers** use Forecast Revenue Sources (SPINS, IRI, Circana) - **Distributors** use Accounting Sources (NetSuite, QuickBooks, SAP) **How to fix it:**  ![](https://knowledge.govividly.com/hs-fs/hubfs/image-png-Mar-18-2026-06-52-29-0392-PM.png?width=670&height=285&name=image-png-Mar-18-2026-06-52-29-0392-PM.png) **For Retailers:** - 1. Go to **Manage \> Customers**, select retailer 2. Check **Forecast Revenue Source** field (should show SPINS, IRI, etc.) 3. Go to **Revenue \> Revenue Dollars**, filter to retailer 4. Verify **Source** column matches the Forecast Revenue Source 5. Re-upload with correct source if mismatched 6. **Regenerate forecast** after corrections. ![](https://knowledge.govividly.com/hs-fs/hubfs/image-png-Mar-18-2026-06-58-08-7419-PM.png?width=670&height=136&name=image-png-Mar-18-2026-06-58-08-7419-PM.png) **For Distributors:** - 1. Go to **Settings \> Deductions & Revenue** 2. Scroll down to the **Select Accounting Sources section** 3. Verify ERP system is checked under **Accounting Sources** 4. Go to **Revenue \> Revenue Dollars**, filter to distributor 5. Verify **Source** column shows an Accounting Source 6. Re-upload with correct source if mismatched 7. **Regenerate forecast** after corrections. **Common mistake:** Don't upload ERP data to retailers or POS data to distributors (unless retailer is direct). --- ![](https://knowledge.govividly.com/hs-fs/hubfs/image-png-Mar-18-2026-07-06-16-8914-PM.png?width=670&height=298&name=image-png-Mar-18-2026-07-06-16-8914-PM.png)   ### **Issue 5: Conflicting Pricing** **What you're seeing:** Unexpected revenue calculations or distributor/first receiver mismatches. **Why this happens:** Multiple price entries for same product, overlapping timeframes, or distributor/direct retailer price differences. System uses highest price, potentially inflating projections. **How to fix it:** - 1. Go to **Manage \> Pricing ** 2. Search affected product, look for multiple entries with overlapping dates 3. Note customer, dates, and price for each entry 4. **Resolve by:** 1. Deleting duplicate entries (keep most accurate) 2. Adjusting date ranges to eliminate overlaps 3. Aligning prices between distributors and direct retailers 5. **Regenerate forecast** --- ![](https://knowledge.govividly.com/hs-fs/hubfs/image-png-Mar-18-2026-07-10-36-2101-PM.png?width=670&height=145&name=image-png-Mar-18-2026-07-10-36-2101-PM.png)   ### **Issue 6: Conflicting Distributor Splits** **What you're seeing:** Retailer and distributor forecasts don't reconcile or unexplained All-Other Bucket swings.   **Why this happens:** Products in multiple product groups with different split percentages.   **How to fix it:** - 1. Go to **Manage \> Customers**, select retailer, view **Timeframes** 2. For each timeframe, click **Edit** and verify splits total 100% 3. Go to **Product Management**, search product, check which **Product Groups** include it 4. **Resolve by:** 1. Removing product from extra groups 2. Aligning splits across all groups 3. Using timeframes if splits legitimately changed over time 5. **Regenerate forecast** **![](https://knowledge.govividly.com/hs-fs/hubfs/image-png-Mar-18-2026-07-25-28-5951-PM.png?width=670&height=157&name=image-png-Mar-18-2026-07-25-28-5951-PM.png)** ---       ### **Issue 7: Monthly vs. Weekly Data Mismatches** **What you're seeing:** Manually calculated monthly totals don't match monthly view. **Why this happens:** Weeks spanning two months split proportionally by days. Week ending Feb 5 with 5 February days and 2 January days splits a 700-unit forecast as 500 to February, 200 to January. **How to workaround this:** - 1. Use **Group by: Month/Quarter** dropdown in **Insights \> Forecast** instead of manual calculation 2. Click on **Export button** **Note:** Don't manually sum weekly exports **When to expect differences:** Small variances at month boundaries, year boundaries, and forecast start dates are normal. ![](https://knowledge.govividly.com/hs-fs/hubfs/image-png-Mar-18-2026-07-27-55-7834-PM.png?width=670&height=110&name=image-png-Mar-18-2026-07-27-55-7834-PM.png) ---    ### **Issue 8: Conflicting Weeks to Retail** **What you're seeing:** Unexpected timing differences or revenue in wrong periods. **Why this happens:** Different weeks to retail values across customer timeframes cause inconsistent calculations. **How to fix it:** - 1. Go to **Manage \> Customers**, select retailer, view **Timeframes.** 2. Check **Weeks to Retail** for each timeframe, look for inconsistencies. 3. Confirm correct timing with sales/logistics team. 4. **If consistent:** Use same value across all timeframes. 5. **If legitimately changed:** Document reason and align timeframe dates with when change occurred. 6. **Regenerate forecast.** **![](https://knowledge.govividly.com/hs-fs/hubfs/image-png-Mar-18-2026-07-34-21-5322-PM.png?width=670&height=290&name=image-png-Mar-18-2026-07-34-21-5322-PM.png)** ---     ### **Still Having Issues?** **Before contacting support, gather:** - - Screenshots highlighting specific incorrect numbers - Customer names affected (retailers, distributors, All-Other Buckets) - Date ranges showing issues (past actuals vs. future forecast) - Recent changes (revenue uploads, customer setup, pricing, promotions) - Troubleshooting steps already tried and results **Contact support with:** - - All gathered information above. 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