The Demand Planning module uses Omni — an embedded reporting and analytics layer — to power fully customizable dashboards and reports. Every data point in the workspace is available for reporting: historical actuals, forecast versions, snapshots, sales forecast, statistical models, adjustments, and final forecast.
9.1 Building Custom Dashboards
During onboarding, the Confido team works with you to understand what reports you need and helps configure your initial dashboard. From there, your team has the tooling to create and modify reports yourselves. Common views include:
Forecast vs. actuals table, sortable by largest miss, filterable by customer or item
Lag 2 and lag 3 accuracy tracking with MAPE and bias
Version comparison — live forecast vs. locked snapshot vs. budget, side by side
YoY comparisons by customer / product
Year-to-date monthly trend against target and/or last year
Important: The reporting module allows for toggling between Units, Cases, Dollars. The translations are based on product master data that is maintained in Confido. Thus, ensure that your product master data is fully up-to-date to avoid any unexpected views in Reporting. |
9.2 Scheduled Reports and Alerts
Reports can be configured to run on a schedule and be delivered automatically via email — even to stakeholders who do not have Confido access. Common scheduled reports include:
Monthly/Weekly forecast accuracy digest — sent to the demand planning team every Monday showing the prior month’s/week’s biggest deviations
Monthly S&OP summary — sent to supply chain and finance leadership ahead of the monthly review meeting
Exception alerts — triggered when a specific threshold is breached, such as a customer whose weeks on hand drops below 2 weeks.
9.3 Exporting Forecast Data
The final demand plan — including all layers and adjustments — can be exported from the workspace directly to Excel or CSV, with configurable columns and row groupings (click “Export” in the top right corner of the demand planning workspace). The export includes item codes, customer identifiers, weekly quantities in your configured unit of measure, and any other fields needed to feed downstream planning systems. Confido works with each brand during onboarding to configure the export format to match what their supply chain or ERP team needs.
Tip: Instead of exporting the forecast data directly from the demand planning workspace, leverage custom-built reports in the reporting module to ensure the export has the right format and data elements required. |