Classification of Forecasting, Qualitative and Quantitative Techniques of Forecasting


Classification of Business Forecasting

  • Business forecasting has many dimensions and varieties depending upon the utility and application.

  • The three basic forms are as follows: 

Economic Forecasting: this forecasting is related to the broader macroeconomic and microeconomic factors prevailing in the current business environment at the macro level and working in a particular industry at the micro level.

Demand Forecast: organization conducts analysis on its pre-existing database or conducts a market survey to understand and predict future demands.

  • Operational planning is done based on demand forecasting.

Qualitative and Quantitative Techniques of Forecasting

  • Technology Forecast: this type of forecast is used to forecast future technology upgradation.

Techniques of Forecasting:

  1. Qualitative forecasting technique.

  2. Quantitative forecasting technique.

Qualitative Techniques:

  • The jury of executive opinion (Delphi technique)

  • Salesforce estimates

  • Customer expectations

The jury of Executive Opinion:

  • The jury of expert opinion sometimes referred to as the Delphi technique; involves soliciting opinions or estimates from a panel of "experts" who are knowledgeable about the variable being forecasted.

  • In addition to being useful in the creation of a sales or demand forecast, this approach is used to predict future technological developments.

  • This method is fast, less expensive and does not depend upon any elaborate statistics and brings in specialized viewpoints.

Sales Force Estimates:

  • This approach involves the opinion of the sales force and these opinions are primarily taken into consideration for forecasting future sales.

  • The salespeople, being closer to consumers, can estimate future sales in their own territories more accurately.

  • Based on these and the opinions of sales managers, a reasonable trend for future sales can be calculated.

  • These forecasts are good for short-range planning since salespeople are not sufficiently sophisticated to predict long-term trends.

  • This method known as the "grassroots" approach lends itself to easy breakdowns of product, territory, customer etc.,

Customer Expectations:

  • This type of forecasting technique is to go outside the company and seeks subjective opinions from customers about their future purchasing plans.

  • Sales representatives may poll their customers or potential customers about the future needs for the goods and services the company supplies.

  • Direct mail questionnaires or telephone surveys may be used to obtain the opinions of existing or potential customers.

  • This is also known as the "survey method" or the "marketing research method" where information is obtained concerning.

  • Customer buying preferences, and advertising effectiveness and is especially useful where the target market is small such as buyers of industrial products, and where the customers are cooperative.

Quantitative Techniques:

  • Quantitative techniques are based on the analysis of past data and its trends.

  • These techniques use statistical analysis and other mathematical models to predict future events.

Some of these techniques are:

  1. Time series analysis

  2. Economic models

  3. Regression analysis

  • Time Series Analysis:

    • Time series analysis involves the decomposition of historical series into its various components.

    • In time series analysis, the future is taken as some sort of an extension of the past.

    • When the various components of a time series are separated, the variations of a particular phenomenon, the subject under study stay, say price, can be known over the period and projections can be made about the future.

    • A trend can be known over some time, which may be true for the future also.

    • However, time series analysis should be used as a basis for forecasting when data are available for a long period and tendencies disclosed by the trend and seasonal factors are fairly clear and stable.

 

  • Economic Models:

    • Utilize a system of interdependent regression equations that relate certain economic indicators of the firm's sales, profits etc.

    • Datacentre or external economic factors and internal business factors are interpreted with statistical methods.

    • Often companies use the results of national or regional econometric models as a major portion of a corporate econometric model.

    • These models allow management to investigate and major segments of the company's business on the performance and sales of the company.

 

  • Regression Analysis:

    • Regression Analyses are statistical equation designed to estimate some variables such as sales volume, based on one or more ‘independent’ variables believed to have some association with it.

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