130 - Collaborative Planning

This card displays the statistical forecast status, which allows you to confirm the basis for the statistical forecast given in the plan.

The View Settings table allows you to change these parameters.

The page provides context selectors that enable you to specify a product, customer, and year. Select the required options from the list at the top right of the page, or manually enter the required value using the search function.

The Base Plan Inputs card allows you to add attributes and additional information against the base plan, for a product/customer/period. It uses these to build toward a final collaboration plan and allows:

• Teams to collaborate on items to enhance the accuracy of the forecast for the base collaborative plan.
• Add start dates and seasonal profiles to the baseline plan to make it more sophisticated.
• Bring in customer information via 2^nd Tier, which enable greater collaboration on items with the customers forecast and information.

To add an item:

1. Select Add Item and complete the dialog as follows:

2. Select Submit.
3. Select Group on Item (Refresh) to group items on the next refresh.

To delete an item:

1. Select the Delete checkbox against the item to delete.
2. Select Delete Item. A progress dialog displays until the deletion is complete.

If multiple overrides occur in the same period, the average value is used, except Base Price Uplift (%) which displays the sum value. 

If multiple seasonal curves are added in the same period, the last one in the list order for Seasonal Curves is used.

The Base Plan Composition - Units and Base Plan - Revenue charts show the expected visual units and revenue. The values are based on the parameters used and any items added to the base plan. The charts show:

• The layering of new items on top of the forecast.
• Stat forecast, foundation, growth, seasonality, and base plan information over a weekly basis.

The Base Plan - Units and Base Plan - Revenue tables display the data used in the charts. The data is driven by pricing in the parameter settings, and includes financial items added to the base plan.

Promotions must be considered as part of the collaborative plan as they can have a significant impact, especially when collaborating and planning for customers. The data is driven by the Daily Promotions Header source module, but you can update the plan.

If promotions are set for a customer, the Collaborative Plan Composition chart visualizes the uplifts and potential cannibalization that are expected on a week-by-week basis.

Use the Comparison to Prior Plan chart to compare final plans from collaboration vs prior collaboration plans. The data is based on input added to the base plan, and provides a visualization of any differences.

Use the System Inventory chart to cross reference current stock projections for closing inventory, alongside minimum and maximum numbers for inventory policies or scenarios. The balues are based on the inputs and collaborative items inputted.

The Total Stockouts (MAX) table highlights the current minimum and maximum settings setup in the available scenarios. The table allows you to be agile and collaborative across the planning cycle, and be aware of any inventory impacts.

The Final Revenue and Contribution Plan chart highlights any promotional uplifts, contributions or revenue adjustments at weekly intervals. Any adjustments made to promotions are applied to a final collaborative plan (units and price). Any contributions are listed, including COGS and contributions (ink margin %). Bundled adjustments are also highlighted. All data comes from the collaborative planning source module.