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Mastering Forecasting

Judi Zietsman avatar
Written by Judi Zietsman
Updated over 3 months ago

Quick Summary: Master the complete forecasting lifecycle, from generation and combined demand streams to intervention strategies and accuracy measurement.

Forecast Foundations

πŸ“Œ Demand Types & Sales Forecast Generation Explained
Understand how the system uses historical demand to project future sales and how different demand types influence forecast behavior.


πŸ“Œ Demand Streams Explained: Sales, Distribution, and BOM
Learn how multiple demand sources combine to form the total forecast, including customer sales, internal transfers, and component demand from Bills of Material.


Adjusting and Improving Forecasts

πŸ“Œ Forecasts That Need Attention Explained
Recognize when forecasts require manual review or correction and what signals to watch for in variance panels and forecast patterns.


πŸ“Œ Understanding Forecast Adjustments & Freezing
Discover how and when to adjust, freeze, or defrost forecasts at both macro and item levels, and how these actions affect replenishment calculations.


πŸ“Œ Advanced Forecasting Feature
Explores advanced forecasting options that extend flexibility and control, including bulk forecast management, uploads and downloads, and seasonal curve applications.


πŸ“Œ Event Correction Explained
Learn how to correct your forecast and safety-stock inputs after a major disruption such as a pandemic, strike, or supplier shutdown.


Measuring Forecast Performance

πŸ“Œ Forecast History and Shots Explained
See how past forecasts are recorded, how forecast β€œshots” capture historical accuracy, and how forecast history influences future planning.


πŸ“Œ Forecast Risk and Offset Explained
Understand how forecast risk and offset are calculated, how they affect safety stock, and how to interpret them when troubleshooting stock imbalances.


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