Forecasting presentation by planvsactual.com

1. Contents
• Family
• Member
• Analytical Engine
• Spreadbook
• Sequence
• Approval machanism
• Promotion planning
• Optimization

2. Family
● Item
– Item type
– Product category
– Product family
● Location
– Organization
-Operation Unit
-Business Group
● Sales Channel
● Account
-Customer
-Customer class

3. Family
Item
– Product Family
– Group
– Brand
– Location
– Operation unit
Item
Location
Members

4. Statistical Engine
Forecasting models
Simple Average
Moving Average
Exponential Smoothing
Seasonality
Causal Factors
Generate Forecast Run Simulations

5. Spreadbook
Statistical fcst sales
override
Mktg
override
Fin
override
Final fcst
Item Location Channel

6. Spreadbook
● Sequence
● Filters
● Graphs

7. Sequence
● Sales forecast
● Base overide
● Marketing overide
● Finance overide
● Factor overide on sales fcst
● Last year sales %
● Forecast as of 1 week ago
● Final Forecast
● 13 weeks lag abs dev
● 13 weeks lag abs percent error

8. Promotion Planning
Stages of promotion planning
• Unplanned
• Planned
• Approving a promotion
• Commiting a promotion
• Closing a promotion
• Duplicating a promotion

9. Graphs
Historical sales Base fcst sales override Mktg override Fin overide
0
10
20
30
40
50
60
70
80
90
100

10. Retailer Optimization
Name XYZ opticals
type of trade eyewear
No. of active stores 200
Account Classification growth
Avg everyday selling margin 24.00%
Min retail margin 14.00%
Feature display exp $15000
Display only exp $7500
Feature only exp $7500
TPR only exp $5000
key competitor ABC Opticals

11. Approval Mechanism
● Email with details
● All task visible at playfield
● Approval done based on visible queue.

12. Mfg and retailer collaboration
● Retailer
– Prepare various promotions types
– Select the most optimised promotion
– Run the promotion
– Compare promotion before and after
– Retailer give access to manufacturer for selected data
● Manufactures
– Mfg can evaluate his cost based on retailer's promotion
– Mfg can also simulate his various options based on retailer's
promotion and choose the best one.
– Mfg can even run the similar promotion for retailer

13. Prepare promotion types
Select the most suitable
promotion
Run the promotion
Compare promotion
before and after
Access for mfgers
on selected data
Retailers Manufacturers
Simulate various promotion
option to choose best
Evaluate incremental sales
based on retailers promotion
Run even similar promotion
as retailer
Working Flow