Demand Planning processes

This page, and its related content, helps you understand the main features of the current demand plan. Use that information to focus on the areas of the plan that need reviewing.

This page shows the functional flow of different processes in the Demand Planning application.

This page displays a summary of the demand alerts based on the performance of a range of KPIs.

This page allows you to review the performance of all KPIs and manage the product and customer prioritization.

This page allows you to understand the definition and performance of each KPI for an individual product and customer combination.

This page allows you to review the exceptions and alerts for each customer against the demand plan.

This page allows you to review the exceptions and alerts for each product against the demand plan.

This page displays a summary of the consensus planning alerts for a selected product and customer, based on the performance of a range of KPIs.

This page allows you to review the performance of all KPIs and manage the product and customer prioritization.

Review the exceptions and alerts against the consensus plan for customers.

Review the exceptions and alerts against the consensus plan for products.

This page allows you to review all the available data sets for setting the demand plan baseline.

This page allows you to view the different forecast baselines weekly, both in terms of units and revenue.

This page provides a summary of the stat forecast for all items outside the MAPE parameters for their final forecast. You should review plans that use System Forecast as the input for these items.

This page provides a graphical view of several inputs to the commercial plan for Rate of Sale (ROS) drivers.

This page provides insights into the management of historic return on sales (ROS).

This page allows you to forecast the sell-through that translates into a sell-in through simple inventory assumptions.

This page displays a summary of the commercial plan. This includes the history of forecast, profitability, and the final ROS versus system forecast values.

Multiple teams can contribute to and create an accurate plan based on product, and customer. This page allows you to build a demand plan based upon a range of events. 

Create an accurate market plan using annual market size and share inputs. 

This page helps you understand revenue levels per product and control how the marketing plan will be disaggregated down the product hierarchy.

This page helps you understand revenue levels per customer and control how the marketing plan will be disaggregated down the customer hierarchy.

Control how the marketing plan will be disaggregated from yearly totals into individual time periods.

Create and manage opportunities for a product and customer combination. You can also see a sum of all values at each opportunity stage, enabling you to manage opportunities as they progress through the sales funnel. Additionally, you can define which of the opportunities to include in the Demand Plan.

This page allows you to create, edit, and delete opportunities used to manage sales. Additionally, it enables you to assign items.

Select which products have a new product introduction (NPI) or end of life (EOL) status, and populate the respective dates for them. You can override the plan at the customer level.

This page enables you to create plans for new products and its associated cannibalized products.

Use this page to manage a bill of materials (BOM) to determine the cost of a new product introduction (NPI).

Use this page to create a phase out plan for end-of-life (EOL) products.

You can use the Summarize Product Lifecycle Impacts page to view the summary of the overall impact of a baseline plan for new product introductions (NPI) and end-of-life (EOL) products. 

This page enables you to manage the list of promotions and the inputs at the promotion header level. Salesforce

This page allows you to add details to a promotion, which include the schedule, product items, uplift volumes, and other aspects of the promotion.

Review and manage the promotion output at a daily level.

This page enables you to manage the demand sales price.

This page provides insights into how you manage the commercial sales price.

This page enables you to override and forecast costs and uplifts for products on a week-by-week basis.

This page displays the total dependent demand for an item, and identifies the bundles where it's used across all time periods.

Bundle management allows you to develop a sales forecast for a specific product and customer combination. It also enables you to control how revenue and costs are assigned. The forecast uses default values from a statistical forecast by unit quantity as the basis, with the ability to override them.

Review and adjust demand for a selected product and customer combination.

This page enables you to manage demand planning values manually.

This page enables you to manage demand planning inputs at the aggregate level, and disaggregation to the hierarchy.

This page enables you to manage demand planning.

This page enables you to view a variety of key demand planning metrics. These provide a snapshot of the demand plan's current performance, and a forward-looking forecast.

This page enables you to create a consensus plan in the local currency, aligned to the country of a specified customer. 

This page helps you compare and analyze different demand scenarios to each other. 

This page allows you to allocate ‌resources that are constrained against the demand.

This page provides you a summary of the consensus plan. 

This page displays forecasts taken from the Consensus Plan, together with open and overdue customer demand. This enables you to control how open customer orders net off from the forecast, and adjust the Consensus Plan using a consumption method.

Configure to Order (CTO) items often involve configuration of bundles or BOMs (Bill of Materials) at the product level. To plan these items, it's important to understand the dependent / independent demand and other factors like attachment rates. The CTO dashboard allows you to plan items both as parents (with BOMs) and individual items in a more detailed manner.

This page provides a detailed, product by product, week-by-week, breakdown of dependent, independent, and total demand. This is a total of the dependent demand generated through the bundles.

This page enables you to compare different versions of the demand plan by analyzing variances.

This page provides an executive view of demand in unit volume and margin terms derived from the Consensus Plan. 

This page provides a summary of demand plans at product and category level, enabling you to review product performance in unit volume and revenue terms. This page compares sales demand from several demand planning values, including previous year, current year, budget, and consensus plan. You can also view the data at category and region level.

This page analyzes the cumulative progress of the forecast across the year.

This page enables you to review the demand plan output in different units of measurement (UoM).

This page enables you to review all opportunities, promotions, and demand by product across different locations.  

This page enables you to report on forecast accuracy over different time frames at the product level.

This page enables you to review the forecast accuracy over different time lags, at product and customer level.

Review a report on forecast value add (FVA) over different time periods at the product level. FVA measures change in performance metrics (MAPE or Accuracy). FVA can be positive or negative, showing improvement or worsening of forecasts, respectively. 

Displays a report on Forecast Value Add (FVA) over different time periods for a product and customer combination. FVA measures change in performance metrics (MAPE or Accuracy). FVA can be positive or negative, showing improvement or worsening of forecasts, respectively. 

This page enables you to review the historical performance of forecasts vs actuals by product.

This page enables you to review the historical performance of forecasts vs actuals by product and customer.

This page enables you to review how forecast accuracy and bias are evolving over time, at the product level.

This page enables you to review how forecast accuracy and bias are evolving over time, at the product and customer level.

This page enables you to review how forecast accuracy and bias are evolving over time, at the product level.

This page enables you to review how forecast accuracy and bias are evolving over time, at the product level.

The page provides an overview of all relevant products with positive bias that can be used to investigate and analyze.

This page provides an overview of all relevant products with negative bias that you can use to investigate and analyze.

This page provides an overview of all relevant products with forecast accuracy issues that you can use to investigate and analyze.

Use this page to analyze the correlation between demand variability and forecast accuracy.

This page enables a system administrator to manage the settings in the Demand Planning app, at a global level. Each section of this page defines system default settings for each stage of Demand Planning.

This page enables you to manage scenarios and classifications used for demand planning.

This page enables you to manage blank list items in product, customer, promotion, and other lists for use in various areas of the planning process.

This page enables you to identify and delete all items that have been disconnected from their parent record. For example, product chaining may have a record setup which shows a to product but not a from product.

This page enables you to manage a list of generic time periods used for analyzing seasonality. Planning periods are defined time intervals that are used for all planning data. You can adjust the periods to match your business calendar.

This page enables you to manage second-tier customers in the commercial plan.

This page enables you to manage fixed disaggregation percentages.

This page enables you to manage a set of percentages for use in disaggregating the marketing plan in the customer hierarchy.

This page enables you to manage launch curves for use in NPI planning.

This page helps you view, create, and edit end-of-life (EOL) curves by product and customer.

This page enables you to manage the list of generic periods used for NPI and EOL planning.

This page allows you to manage opportunity planning stages. Here you can name, define, and manage the lifecycle opportunity stages to align with the stages used by the customer. The stages are used to support the rules that determine when an opportunity is factored into the Demand and Consensus Plans.

This page helps you manage a repository of promotion uplift curves, and control how periodic base commercial plan splits into days.

This page enables you add fixed percentages when disaggregating higher-level demand planning overrides.

This page allows you to manage the available time filter choices. These determine how data is displayed across Demand Planning app graphs, including the history and future periods. Additionally, you can manage to which pages these time filters apply.

This page enables you to manage the available customer filter.

This page enables you to manage the My Customer filter options available.

This page enables you to manage the custom product filter options.

This page enables you to manage the My Product filter options available.

This page enables you to manage how the KPIs are evaluated and prioritized in the exception/alert reports based on the selected options.

The Alerts - Manage Consensus KPIs page enables you to manage how the KPIs are evaluated and prioritized in the exception/alert reports.

The Statistical Forecast Settings page provides a worksheet view for key configuration parameters.

This page allows you to set the configuration for demand and consensus planning workflows. 

This worksheet provides an overview of the current method for each product, as determined by best fit. You can also change the forecast method, overlay and seasonality.

This page enables you to configure and manage geo mapping for a customer and location.

This page enables you to review the forecast accuracy by time range and manage the definition of timeframes over which forecast accuracy is measured.

This page enables you manage forecast accuracy targets.

This page helps you define how forecast accuracy is calculated when it's used in reporting.

This page provides a summary of the last inputs for the statistical forecast. The page also provides the ability to edit, and report on any mixed data and history correction level issues.

This page provides a summary of the demand planning parameters. The parameters are set for each product customer combination and you can edit them at product and customer level.

This page summarizes the Commercial Planning parameters. The values are set for each product and customer combination. 

This page allows you to forecast the sell-through that translates into a sell-in through simple inventory assumptions. 

This page provides a summary of the bundles that have been created in the application. It also displays the Base Bundle Cost and EF Base Bundle Cost values that have been set for each. 

This page summarizes the parameters used for consensus planning. 

This page summarizes the CTO rounding parameters set for each product to manage editing.

This page enables you to create and manage processes associated with rolling ‌applications forward to a new planning period. 

This page enables you to update the demand analysis data into the demand planning app to analyze the variety of metrics.

The Manage Demand Analysis Process page enables the management of data in and out of the history analysis process.

This page enables you to manage the data interfaced with the statistical model required for generating the system forecast. 

This page enables you to lock or unlock a whole plan or for a particular product to prevent changes to it. 

This page enables you to create, update, and manage forecast archives.

This page enables a system administrator to manage the settings within the Demand Planning app, at a global level. Each section of this page defines system default settings for each stage of Demand Planning. 

This page displays the processes within the application, which are involved in the full demand planning cycle, that users will run through.

This page enables you to create and manage the processes related to Forecast Archiving, locking plans, and managing alerts.

This page enables you to import the Stat forecast data once you are satisfied with the best-fit statistical forecast analysis in the Stat Forecasting app.

The Manage Launch Periods page displays the product launch periods — defined time intervals that are used for all planning data — and their descriptive names, used in the application. It also allows you to adjust the periods to match your business calendar.

This page highlights whether there are any records which are disconnected from their parent record. For example, Product chaining may have a record set up which shows a to-product but not a from-product. 

This page enables you to lock or unlock different plans, by product. Your product hierarchy displays down the rows while plans display in columns.

This page allows you to create views and manage existing ones. View settings determine how data is displayed across graphs in the Demand Planning app, including the history and future periods.

The Product Chaining page enables the inheritance of historical demand trends from a product.  It applies the demand trend to one or more products which may be planned to replace the existing product, in part or completely, to support demand planning of the ‘to product’.

The history depletion audit page allows you to track the product chaining history for products, including inheritance and depletion ratios. 

This page enables you to specify effectivity at the product level, from a range of options, and provides a visual display for demand of selected history, overlaid with effectivity. 

This page enables you to specify effectivity at the product level, from a range of options, and provides a visual display for demand of chained history, overlaid with effectivity. Chained history refers to demand history derived from D1020 – Product Chaining.

The dashboard reports alerts at category and product levels for several measures including bias, forecast accuracy, contribution and MAPE/accuracy target bands. It also reports alerts for demand sensing for a specified plan input and number of review periods. 

This page reports alerts at category and product levels, by alert type and basis, with the ability to drill down to report at category and product levels. 

This page gives a table of the Input to Stat settings. The Y-axis lists the product records, and the X-axis lists the demand history basis specified as the Effective Input to Stat and the Mixed Data Check for each customer record.

You can use this page to view alerts at customer and product category levels for several measures. These measures include bias, forecast accuracy, contribution and MAPE/accuracy target bands, and demand sensing for a specified plan input and number of review periods.

This page reports alerts at product and category levels, by alert type and basis, with the ability to drill down to report at customer-product category levels. 

You can use this page to analyze and adjust parameter values at product level based on an ABC-XYZ classification.

The ABC Regional Analysis page provides a regional view of ABC customer segmentation with a graphical display of revenue by customer for the selected region.

The ABC Categorizations Worksheet lists all customers with Current ABC and System Recommended ABC segmentation classifications. 

The ABC-XYZ Analysis page provides product demand segmentation and analysis in terms of revenue (ABC), and demand variability (XYZ).

Product lifecycle management (PLM) pages enable you to plan the lifecycle of a product. This includes new product introduction (NPI) products and end of life (EOL) products. You can use them to manage lifecycle elements like launch curves, bills of material (BOM) costings, EOL curves, cannibalization, and return on investment (ROI) analysis. 

You can use this page to manage new product development (NPD) as part of product lifecycle management (PLM).

View data or enter updates in the Product Level Source Dates and Effective Dates and Customer Level Status cards. When you have entered all the updates you want to make, commit the updates.

Use the New Product Development page to review and plan new product development (NPD).

You can use this page to review and change product launch curves for a selected reference profile.

You can use this page to view, create, and edit end-of-life (EOL) curves by product and customer.

You can use the Product Lifecycle Management (PLM) planning view page to view the effect of different settings on the final baseline plan for new product introductions (NPI) and end-of-life (EOL) products. 

The analysis section is a hub for other analysis-related pages in the Demand Planning application. Select the relevant area and navigate to the corresponding page.

Decomposition pulls out predicted mean, trend, and seasonality to understand variability. You must understand seasonality and trend to identify variability/randomness.

The Manage Seasonal Profiles page enables you to manage seasonal profiles for your product and customer arrangements. Here you can create, edit, and delete profiles.

The Statistics page summarizes all relevant statistics linked to a product and customer combination. You can view the demand history and performance of the forecast in line with the trend and mean, as well as C-VaR

The Demand Classification page provides a summary of demand classification for all products.

The Demand Analyst Dashboard provides links to other pages. Demand Analysts can use these to view data based on the appropriate metric they are reviewing. For example, MAPE, Bias, or Outliers.

The page provides a snapshot of all products with high MAPE. Demand Analysts can use this information to investigate and analyze product demand.

The page provides a snapshot of all relevant products with outliers which Demand Analysts might want to investigate and analyze.

The page provides a single planning view for Demand Analysts, both for viewing individual product demand and forecasting information. It also contains links to relevant pages for day-to-day planning. For example, product chaining and history correction.

The History Correction page enables you to review and adjust the parameters specified for the management of demand history correction. It also enables you to review the history correction impact in unit terms resulting from both system and manual correction at a product, customer, and period level.

The History Correction Summary page provides a summary review of the settings and results from the parameter values set in the D1120 - History Correction page.

The Full History Audit page provides a view of the historic corrections in chart and table form. It also provides a view of a product's effectiveness.

The Outlier Alerts page provides a view into the demand sensing capabilities that exist in history correction. The page features breaches by product as the main driver of correction.

The Manage Opportunity Stages page allows you to create, edit, and delete Opportunity Stages. The page allows you to name, define, and manage the lifecycle opportunity stages to align with the stages used by the customer. The stages are used to support the rules that determine when an opportunity is factored into the Demand, Commercial, and Consensus Plans.

The Bundle Items Demand Worksheet page displays the total dependent demand for all products across all time periods.

This report shows where a product is used in a bundle item. It highlights the demand, as dependent demand, alongside the demand generated independently as a product.

This page enables you to manage fixed disaggregation percentages.

Use this page to develop a sales forecast by product-customer combination, with values defaulted from a statistical forecast by unit quantity as the basis. You can also make quantity adjustments as override values. You can then manage the final sales forecast as an independent input to the Consensus Plan.

This page provides a graphical view of several inputs to the commercial plan for rate of sale (ROS). This includes Selected History (R),  Prior Commercial Plan (R), Final Stat Forecast (R) and the Final Commercial Plan (R). 

This page enables you to manage the second tier of the commercial plan.

You can use the Promo Curves and Daily Splits page to create promotion plans at customer and customer region levels. You can change the unit volumes and revenues in the demand, commercial, and consensus plans. You can add these as firm additions, or to support scenario panning through use of the effective status control to display "what-if" impacts. 

You can use the Update Promo Base page to update the commercial plan with the promotion plan details.

Use this page to review and manage the family to product disaggregation, at the regional level. 

Use this page to review and manage the region-to-customer disaggregation. 

This page displays forecasts derived from the Consensus Plan, together with open and overdue customer demand. You can then adjust the Consensus Plan using one of several consumption methods available.

The Demand Variances: Units page enables you to compare plans in unit terms.

The Demand Variances: Revenue Worksheet enables you to compare plans in revenue terms.

Use this page to create, edit, and delete forecast archive records.

On this page you can carry out forecast accuracy analysis by plan, plan input, and period versus actual demand.

You can use this page to carry out forecast accuracy reports and analysis by plan, plan input, and period compared to actual demand.

This page enables you to review the forecast accuracy by time range, and edit and configure time ranges to review both product and customer level data.

Use this page for forecast accuracy reports and analysis by plan, plan input, and period versus actual demand.

Use this page for forecast accuracy reports and analysis by plan, plan input, and period versus actual demand.

The Stat Input Parameters page provides a summary of the statistical forecast. You can also edit, and report on any mixed data and history correction level issues.

The Statistics and History Correction Parameters page provides a summary of the parameters set for History Correction. You can edit the values at product-customer level. 

You can use this page to review overrides and forecast costs and uplifts for products on a product-by-product, week-by-week basis. 

You can use this worksheet to view key product attributes in detail. 

You can use this page to review all relevant product information associated with a particular customer.

You can use this worksheet to view key customer attributes in detail.

You can use the Maintenance page to view maintenance policies currently setup for your data sets.