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Use caseUC0021

Draft a retailer's new-item forecast from truly similar past items

A new item has no sales history, so its first forecast rests on past items that are truly alike. This app checks each past item in the category against your matching rule, then drafts a starting forecast from the matches alone.

For the demand planning teamCross-domain · Retail

Why it matters

Today's manual process, and the same job with the app

A demand planner at a retailer, setting up new items before they go into the sales plan.

✕Today's manual process

1Pull past items from memory or a spreadsheet filter, one category at a time.
2Judge each one on material, price level, sales channel and season, all at once.
3Average their sales in a spreadsheet to set a starting forecast.
4One wrong lookalike skews the forecast, with no sign anything went wrong.
Every item judged from memory and a spreadsheet

✓With the app

1Every past item in the category is lined up, with its recorded sales per store.
2Each is marked alike, not alike or unsure against your rule, and unsure ones are left for a planner.
3A starting forecast is drafted from the confirmed matches only, with a range and confidence, for the planner to sign off.
4Too few matches means no number is drafted, and the item goes to a planner.
Planners review the draft and the doubtful items

See it work

One real case: what the app reads, step by step

Request NEW-00002: a premium stainless-steel cookware item for club stores, sold all year, with 24 past cookware items to check.

Draft a retailer's new-item forecast from truly similar past itemsReference appBuilt to be shaped to your process
  1. 1The new item NEW-00002: premium stainless steel cookware, no sales yet.
  2. 2The past items 24 cookware items already sold, each with its own sales record.
  3. 3A confirmed match ITM-00008: same material, price level, channel and season.
  4. 4Not counted ITM-00001: ceramic, not the stainless steel this item needs.
  5. 5The drafted forecast 3 matches: 20.1 units per store, range 17.9 to 24.2, medium confidence.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
1 of 360item checks wrongly called a matchmeasured in 01 Business case →
73.3%of true matches foundmeasured in 06 Evals →
1 of 15new items held back: too few matchesmeasured in 04 Corpus →
0.07¢to check one new itemmeasured in 07 Unit cost →

The build, step by step

14 steps

06 Evals · the graders

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesWhich details must match, how far price may differ, and how many matches a draft needs.
Your recordsYour own item list and past sales, in the fields you already keep.
Your systemsDrafts go into your planning tool, waiting for a planner's sign-off.
Your screensThe item fields, sales measures and wording your planners already use.

Want this for your team?

Talk to us

We can run this on your own item history and matching rules, inside your environment.

Talk to us →
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