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How to create a Forecast Freeze Tag

Forecast tags allow you to capture and freeze a snapshot of your forecast at a specific point in time. This is useful for comparing different forecast versions or tracking changes over time.

  1. Navitage to Administration > Configurations (Forecast)

  2. In the Freeze Tags section, click the + button.

  3. Select the Tag Type from the dropdown.

  4. Enter the Name for your new tag.

  5. Choose the Year and Month.

  6. Click Save to create the tag.

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