--- title: "Refresh seasonality" slug: "refresh-seasonality" description: "You can refresh the seasonality model used by Sales IQ to reflect an updated configuration. " updated: 2023-10-06T14:12:02Z published: 2023-10-06T14:12:02Z canonical: "docs.zilliant.com/refresh-seasonality" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt > Use this file to discover all available pages before exploring further. # Refresh seasonality You can refresh the seasonality model used by Sales IQ to reflect an updated configuration. The seasonality model must include two previously-completed calendar years. When configured to those prior years, the seasonality model will not produce different results unless you change any of the following settings: - [Seasonality Volume Metric](/v1/docs/refresh-seasonality#seasonality-volume-metric) - [Seasonal Segment](/v1/docs/refresh-seasonality#seasonal-segment) - [Seasonal Product Group](/v1/docs/refresh-seasonality#seasonal-product-group) - [Aggregation Parameters](/v1/docs/refresh-seasonality#aggregation-parameters) To refresh the seasonality model, go to the Aggregated Time Periods worksheet. Depending on your user permissions, the worksheet will resemble the following image. ![Aggregated Time Periods worksheet](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Aggregated%20Time%20Periods%20worksheet.png?sv=2026-02-06&spr=https&st=2026-11-12T13%3A38%3A05Z&se=2026-11-12T14%3A38%3A05Z&sr=c&sp=r&sig=%2FI2yMB4cN1MsQ8kL3WMW0bRfIoiHSUmtjo88t7is%2FbQ%3D) Select the **Run Seasonality** worksheet action. This action updates Sales IQ seasonality factors based on the aforementioned settings. ## Seasonality Volume Metric Seasonality Volume Metric is a calculated column in the **Sales IQ** > **Engine Config** > **Sales IQ Transactions Aggregated** worksheet. This column defines the volume metric that Sales IQ uses to test for seasonal patterns. The following default calculation uses revenue normalized with any applicable currency conversions. Update this calculation as needed. ``` (CASE WHEN ([Currency Conversion Rate] > 0) THEN [Currency Conversion Rate] ELSE 1 END) * [Revenue] ``` To edit **Seasonality Volume Metric**: 1. Go to the **Sales IQ** > **Engine Config** > **Sales IQ Transactions Aggregated** worksheet. 2. Select **Column and KPI Settings**. This displays the Column and KPI Settings sidebar. 3. Go to the **Column** tab and select the **Seasonality Volume Metric** card. 4. Edit the **Column definition** text box as desired. ![Column settings - seasonality volume metric](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Column%20settings%20-%20seasonality%20volume%20metric.png?sv=2026-02-06&spr=https&st=2026-11-12T13%3A38%3A05Z&se=2026-11-12T14%3A38%3A05Z&sr=c&sp=r&sig=%2FI2yMB4cN1MsQ8kL3WMW0bRfIoiHSUmtjo88t7is%2FbQ%3D) 5. Select **Save**. To learn more about editing KPI cards, read [Manage KPI cards](/v1/docs/manage-kpi-cards). ## Seasonal Segment Seasonal Segment is a calculated column in the Sales IQ Customers worksheet. This column specifies the level of detail at which Sales IQ tests customers for seasonal patterns. As necessary, edit the column’s calculation to use any available customer fields that might best isolate seasonal trends by customer industry, region, etc. To edit **Seasonal Segment**: 1. Go to the **Sales IQ Customers** worksheet. 2. Select **Column and KPI Settings**. This displays the Column and KPI Settings sidebar. 3. Go to the **Column** tab and select the **Seasonal Segment** card. 4. Edit the **Column definition** text box as desired. ![Column settings - seasonal segment](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Column%20settings%20-%20seasonal%20segment.png?sv=2026-02-06&spr=https&st=2026-11-12T13%3A38%3A05Z&se=2026-11-12T14%3A38%3A05Z&sr=c&sp=r&sig=%2FI2yMB4cN1MsQ8kL3WMW0bRfIoiHSUmtjo88t7is%2FbQ%3D) 5. Select **Save**. To learn more about editing KPI cards, read [Manage KPI cards](/v1/docs/manage-kpi-cards). ## Seasonal Product Group Seasonal Product Group is a calculated column in the Sales IQ Products worksheet. This column specifies the level of detail at which Sales IQ tests products for seasonal patterns. As necessary, edit the column’s calculation to use any available product attributes for a product grouping level. Sales IQ uses this product grouping level to test for seasonal trends. To edit Seasonal Segment: 1. Go to the **Sales IQ Products** worksheet. 2. Select **Column and KPI Settings**. This displays the Column and KPI Settings sidebar. 3. Go to the **Column** tab and select the **Seasonal Product Group** card. 4. Edit the **Column definition** text box as desired. ![Column settings - seasonal product group](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Column%20settings%20-%20seasonal%20product%20group.png?sv=2026-02-06&spr=https&st=2026-11-12T13%3A38%3A05Z&se=2026-11-12T14%3A38%3A05Z&sr=c&sp=r&sig=%2FI2yMB4cN1MsQ8kL3WMW0bRfIoiHSUmtjo88t7is%2FbQ%3D) 5. Go to the bottom-right corner of the modal and select **Save**. To learn more about editing KPI cards, read [Manage KPI cards](/v1/docs/manage-kpi-cards). ## Aggregation Parameters To view these settings, go to the Aggregation Parameters worksheet. Depending on your user permissions, the worksheet will resemble the following image. ![Aggregation Parameters worksheet - seasonality](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Aggregation%20Parameters%20worksheet%20-%20seasonality.png?sv=2026-02-06&spr=https&st=2026-11-12T13%3A38%3A05Z&se=2026-11-12T14%3A38%3A05Z&sr=c&sp=r&sig=%2FI2yMB4cN1MsQ8kL3WMW0bRfIoiHSUmtjo88t7is%2FbQ%3D) Sales IQ’s seasonality model uses the following parameters: - **Seasonality_Year_1**—Specifies the first calendar year of historical transaction data used to test for seasonal patterns. - **Seasonality_Year_2**—Specifies the second calendar year of historical transaction data used to test for seasonal patterns. - **Seasonality_Hierarchy_First_Level**—In the seasonality model’s internal hierarchy, this parameter defines the impact order of your transaction data’s product groups and customer segments. Sales IQ then uses this parameter to define the appropriate solve level for detecting seasonality factors. Sales IQ doesn’t save seasonality factors based on too-sparse data. Sales IQ uses the first level parameter at the top of the hierarchy, and the alternative attribute at the second/bottom level of the hierarchy. Valid values for this parameter are “Seasonal_Product_Group” and “Seasonal_Customer_Segment.” - **Seasonality_Hierarchy_Min_Yearly_Volume**—Defines a minimum threshold on the annual volume that must be observed in Seasonality_Year_1 and Seasonality_Year_2. Sales IQ uses the observed annual volume for the seasonality model’s internal hierarchy. The [Seasonality Volume Metric](/v1/docs/refresh-seasonality#seasonality-volume-metric) defines the annual volume that can be observed. - **Seasonality_Hierarchy_Max_Year_Difference**—Defines a maximum threshold on the percentage change that must be observed between Seasonality_Year_1 and Seasonality_Year_2, and vice versa. Sales IQ uses the observed percentage change for the seasonality model’s internal hierarchy. For example, If you set the **Seasonality_Hierarchy_Max_Year_Difference** to *0.8*, then the following ratios must both be ≤ 1.8: - Seasonality_Year_1 / Seasonality_Year_2 - Seasonality_Year_2 / Seasonality_Year_1 - **Seasonality_Hierarchy_Min_Frequency**—Defines a minimum threshold on the number of months that must be observed in both Seasonality_Year_1 and Seasonality_Year_2. Sales IQ uses the observed number of months for the seasonality model’s internal hierarchy. Sales IQ’s seasonality model also uses the **Seasonality_Min_Correlation** parameter. This parameter determines the model’s sensitivity to detecting seasonality in products. Sales IQ defines this sensitivity as a minimum threshold for the Pearson correlation coefficient (PCC) that the seasonality model uses for Seasonality_Year_1 and Seasonality_Year_2. The seasonality model uses this coefficient to observe average variations of seasonal product group and customer segment combinations within the two calendar years. The model then saves these variations as Adjustment Factors in the Seasonality Factors worksheet. When this threshold is not met, the seasonality model saves a Seasonal Product Group + Seasonal Customer Segment combination in the **Seasonality Factors** worksheet with an Adjustment Factor of *1.0*. Buttons that are unique to a worksheet are in the top-right corner of your screen. These buttons are called **worksheet actions**. ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/table_60(1).png?sv=2026-02-06&spr=https&st=2026-11-12T13%3A38%3A05Z&se=2026-11-12T14%3A38%3A05Z&sr=c&sp=r&sig=%2FI2yMB4cN1MsQ8kL3WMW0bRfIoiHSUmtjo88t7is%2FbQ%3D) Column and KPI Settings To navigate, go to **Sales IQ** > **Engine Config** > **Sales IQ Customers**. To navigate, go to **Sales IQ** > **Engine Config** > **Sales IQ Products**. To navigate, go to **Sales IQ** > **Engine Config** > **Aggregation Parameters**. The *Pearson correlation coefficient* (PCC) measures linear correlation. PCC is the ratio between the covariance of two variables and the product of their standard deviations. The result is always a value between −1 and 1 and measures the strength and direction of the relationship between the two variables. When one variable changes, the other variable changes in the same direction. To navigate, go to **Sales IQ** > **Engine Config** > **Seasonality Factors**.