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Delete a forecast

How to delete a forecast.

Updated over a month ago

If you no longer require a forecast you can delete it. You can delete a forecast no matter if it's in 'Draft' or 'Published' status.

⚠CAUTION: It isn't possible to retrieve any forecasts once they're deleted. They will need to be rebuilt.

If you want to keep a published forecast, but no longer have it appear for other users, you can create a copy of the forecast, and then delete the original published forecast.

There are two different but simple ways to delete a forecast.


Option 1 - Delete from the Forecasting homepage

  1. Click the Forecasting tab.

  2. Click the relevant forecast.

  3. A pop-up menu appears. Click Delete.

  4. Click Delete to confirm you want to delete it.


Option 2 - Delete when viewing a forecast

  1. Click the Forecasting tab.

  2. Click the relevant forecast.

  3. A pop-up menu appears. Click View/Edit.

  4. When viewing the forecast, in the top-left click Controls.

  5. In the dropdown menu, click Delete.

  6. Click Delete to confirm you want to delete it.

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