Create and apply forecast events

Add forecast events and past demand adjustments from Demand or Promotions, one by one or from a CSV file.

Add a known change in demand (a promotion, a large order, a disruption) to the forecast of one or many products, or correct a past period that does not reflect normal demand.

Before you start

• You need the right to edit events on your site.

• Decide the period, the products and the expected impact, in % or in units.

• Forecast events you create are confirmed straight away. Promotions count only once Confirmed: Planned and In review promotions do not change the final forecast.

• To choose customers, your site needs the customer axis.

How to add an event to one product

1

Open the product in Demand

In Demand management > Demand, click the product. You can also open several products with View Aggregated Details.

2

Start a new event

In the Forecast events row of the table, hover a future period and click +. You can also click + under a future period of the chart and choose Create new forecast event.

3

Create it or pick an existing one

In Add forecast event, stay on Create new to build the event, or open Select from existing to link the product to an event that already exists.

4

Fill in the event

Enter the Name, the Start date and End date, and the Impact on forecast in % or in units. The products are prefilled. Under Apply event for, choose All customers or Specific customers.

5

Click Create

The event appears in the Forecast events row and the Final forecast changes for its period, except on periods where you entered My forecast and on products whose Forecast source is set to External forecast.

How to add an event to many products

1

Select the products

In the Demand list, tick the products, or tick a whole group.

2

Choose the action

Click ⋮ > Create new forecast event, or Add to existing forecast event to link them to an event you already have.

3

Fill in and confirm

Fill in the event as for one product, then confirm.

How to create a forecast adjustment in Promotions

1

Open Promotions

In the sidebar, go to Revenue optimization > Promotions and click Create new.

2

Choose the type

In Settings, enter the Name, set Type to Forecast adjustment for a plain impact with no promotion computation, and choose the Start date and End date. Enter the Impact on forecast and click Continue.

3

Select the scope

In Select scope, pick the products, then click Save.

For promotion types and their statuses, see Promotions.

How to import events from a CSV file

1

Start the import

In Promotions, click Import.

2

Upload the file

In Upload file, drop your CSV file. Click Download example CSV if you need the expected format.

3

Map the columns

In Map columns, match each column of your file to a Flowlity field. Map one impact column only: Impact on forecast (%) or Impact on forecast (units). Under Apply to:, choose Current site only or All sites of the company. Under Promotions status:, choose In review or Confirmed.

4

Review and import

In Review & validate, check the rows. Rows with errors are skipped: click Download errors to fix them, then Re-upload file. Click the import button, which shows how many events will be created.

5

Undo if needed

If something went wrong, click Revert import on the last screen. Events that already existed are kept.

How to correct a past period

1

Open the product in Demand

Click the product in the Demand list.

2

Add the adjustment

Click + under a past period of the chart and choose Add past demand adjustment.

3

Enter the corrected demand

Enter a name, the Start date and End date, and the Past demand value. A day can hold only one adjustment. Click Save.

The corrected value replaces the demand of that period in Cleaned past demand. The forecast takes it into account at the next computation.

How to edit or delete an event

1

Open the event

In the Forecast events row, hover a period and click the event. You can also click the event on the chart.

2

Change it

In Edit forecast event, change the fields and click Save, or click Delete to remove it. Changes apply to every product linked to the event.

You can change the dates of an event that is already in the past, for example to put it on the right weeks.

How to check the impact

1

Check the Demand table

Read the Forecast events row for the impact per period, then the Final forecast.

2

Check for overlaps

In Promotions, switch to the Calendar view to see your events month by month and spot overlaps.

You can also ask the Co-planner to create a forecast event for you, in plain language.

Result

The event is listed in Promotions, its impact shows in the Forecast events row of every linked product, and the Final forecast includes it for its period, except where the final forecast comes from My forecast or the External forecast.

Related pages

• Forecast events and demand adjustments

• Promotions

• Demand

• Investigate and fix demand anomalies

• Demand forecasting explained