Editing Forecasts

You can adjust forecasts based on your business knowledge and market insights.

To edit a forecast:

1. Open the chat panel in Plans.

2. Specify your adjustment by clearly indicating:

   • Time periods to adjust

   • Products and sites affected

   • New forecast values (as absolute numbers or percentage changes)

   • Reason for your adjustment

Example: "Increase the forecast for Product A at Site B by 15% for January 2026 due to planned promotion."

Monitor the status banner:

• Blue banner: The system is processing your change. The publish button is disabled during this time.

• Green banner: Your change has been applied successfully. Updated forecasts appear highlighted in light blue.

Providing feedback:

You can also provide feedback to improve future forecasts:

• Suggestions on how the system should handle missing data

• Which accuracy metrics are most important for your business

• Recommendations for new consensus rules or adjustments to existing rules

Concurrent Plan Editing

Since multiple planners can work on the same plan simultaneously, coordination is essential to avoid conflicts:

• Establish team protocols where each planner is responsible for specific product segments.

• Watch for the blue "Plan is being updated" banner, which appears across all users when any planner is making changes.

• Wait for the green "Forecast is updated" banner before starting your own edits.

• Coordinate editing schedules with your team to avoid conflicts.

• Establish a team communication practice where planners announce significant changes in a shared channel.