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User guide for Lokad Desktop Sales Forecasting

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User Guide for Lokad Desktop

If you have not setup your application yet or if you want to change your settings, you may consider our setup guide.

How it works

Lokad Desktop is not a stand-alone application, Lokad Desktop works on top of two others applications:
  • a business application that provides the sales history.
  • an analytics application (Lokad.com) that provides the sales forecasts.

Thus Lokad Desktop is a mash-up used to retrieve the forecast reports in a convenient manner. Lokad Desktop does not compute the forecasts, it sends the sales data to Lokad, and then retrieves the forecasts from Lokad. See our forecasting technology for further details.

Lokad Desktop startup

When you start the Lokad Desktop application, two operations are performed on the background
  • checking if Lokad Desktop can get an authenticated access to your Lokad account.
  • retrieving the sales history and displaying them in the Sales Report tab.
    Both operations relies on the configuration settings of the Lokad Desktop.

Uploading sales data

If you click the button Upload sales data, then your sales history will be uploaded to Lokad. Since the upload process can takes a little while (depending on the amount of data that you have in your sales history), the upload will occur in the background. You will get a line of feedback indicating "Uploading..." as long as the upload process is under way.

Privacy: You may be concerned by the fact that your sales data gets transmitted to Lokad. to be completed. Please note that your products are anonymized before being uploaded to Lokad. Indeed, no details about your products are actually send to Lokad. Thus, Lokad only gets a list of products named product1, product2, product3 ...