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KPIs

Add KPI columns to the Demand and Planning product lists to sort, filter, and monitor your portfolio.

KPIs are custom columns you can add to the product list in the Demand and Planning modules. They let you surface key metrics — like past demand, forecast values, inventory levels, or overstock amounts — directly in the table, so you can sort and filter your product list by any metric that matters to your workflow.

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Where KPIs live

KPIs appear in the Columns sidebar, accessible from the product list in Demand or Planning. The sidebar has several tabs (All, General, Demand, Inventory, Tag categories, KPI). The KPI tab shows:

  • Fixed recommendations — Pre-built KPI columns ready to toggle on, such as:

    • Firm demand (value or quantity, various periods)

    • Past demand (value or quantity, sum or trend, various periods)

    • Final forecast (value or quantity, sum or trend, various periods)

    • Flowlity forecast (value, various periods)

    • Flowlity forecast MAE / MAPE / FVA (accuracy metrics)

  • Custom KPIs — KPIs you have created using the + Create KPI button.

Toggle any KPI on to add it as a column in the product list. Once visible, you can sort and filter by that column, just like any other column.

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Creating a custom KPI

Click + Create KPI at the bottom of the KPI tab in the Columns sidebar. The creation dialog has three fields:

  1. Data source — The metric you want to track. Available sources include:

    • Firm demand

    • Past demand

    • Final forecast

    • External forecast

    • My forecast

    • Flowlity forecast

    • Supply Orders

    • Inventory level

    • Overstock

  2. Data measure — Choose between Value (in your currency, e.g. €) or Quantity.

  3. Period — The time window for the calculation (e.g. next 30 days, last 3 months, next 12 months).

Click Save to create the KPI. It immediately appears in the KPI tab of the Columns sidebar, ready to be toggled on.

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Using KPIs in your workflow

Once KPI columns are visible in the product list, you can:

  • Sort — Click the column header to sort products by that KPI (ascending or descending). For example, sort by "Past demand (qty) last 12m, sum" to find your highest-volume products.

  • Filter — Combine KPI columns with existing filters (tags, suppliers, alerts) to focus on specific segments.

  • Compare — Add multiple KPI columns side by side to compare metrics. For example, add both "Past demand last 12m" and "Final forecast next 12m" to spot growing or declining products.

  • Save in a view — Your column selection is part of the view configuration. Save a custom view to preserve your KPI column layout for quick access.

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KPI columns are shared across users on the same site. Custom KPIs you create are available to everyone.

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Related pages

  • Demand — Product list where KPI columns appear.

  • Planning — Product list where KPI columns appear.

  • Views and filtering — Save views that include your KPI column layout.

  • Dashboard — High-level KPI summary across your portfolio.

  • Analytics — Detailed performance dashboards and alerts.

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