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Use caseUC0022

Explain why store sales broke from the forecast

Your forecast flags products whose store sales suddenly broke from plan. Before the weekly review, someone digs through sales, stock-outs, promotions and last year manually. This app gathers that evidence, names the likely reason and drafts the review notes.

For the demand plannerCross-domain · Retail

Why it matters

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

A demand planner at a retail chain, preparing the weekly forecast review.

✕Today's manual process

1Pull the evidence forecast, actual sales, stockouts, the promo calendar and last year's numbers, one item at a time.
2Read the notes log to work out why each item moved, line by line.
3Write the narrative for the review meeting, from memory and a stack of tabs.
4Miss one exception and the meeting spends its time on the wrong number.
Every batch worked manually

✓With the app

1The evidence is pulled and lined up for every flagged item before the meeting starts.
2A likely cause is named from the notes log, or marked unknown, never guessed.
3The narrative is drafted for the meeting, each line tied back to its source.
4Every material exception is itemized so the meeting starts with the full list, not a guess.
The evidence and cause ready before the meeting

See it work

One real case, read by the app, step by step

At DC-East, a cookware item came in 38% over forecast, and the merchant's note explains a SKU change the forecast never saw.

Explain why store sales broke from the forecastReference appBuilt to be shaped to your process
  1. 1The flagged item Cookware at DC-East Pool, 711 units (38.1%) over its forecast.
  2. 2The evidence it cites The two merchant notes behind it: the assortment change and the SKU change.
  3. 3Not the reason Two notes logged the same week, but the app marks them unrelated.
  4. 4The cause it names Assortment shift, with both cited notes as its evidence.
  5. 5The narrative it drafts The review narrative, written from the same two notes, for the meeting.

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 →
134 of 139material exceptions caughtmeasured in 06 Evals →
0 of 134causes tagged wrongmeasured in 06 Evals →
0 of 86causes it made upmeasured in 06 Evals →
1.3¢to review all 40 batchesmeasured in 07 Unit cost →

The build, step by step

14 steps

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 rulesYour own exception thresholds and the reasons you track.
Your recordsYour store sales, stock-outs, promotions and merchant notes.
Your systemsConnected to your forecasting and sales reporting systems.
Your screensThe review brief your planning meeting already uses.

Want this for your team?

Talk to us

We can run this on your own forecast and exception feed, with your own notes log, inside your environment.

Talk to us →
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