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Catch where a retailer's demand, supply and finance plans disagree

Your demand, supply and finance teams each keep their own plan, and by review day the numbers have drifted apart. This app lines them up, lists the gaps that matter, and drafts the meeting brief with a likely cause for each, or says unknown.

For the planning analystsCross-domain · Retail

Why it matters

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

A planning team at an outdoor-gear retailer, getting each region ready for its quarterly plan review.

✕Today's manual process

1Open all three plans side by side in a spreadsheet, one line at a time.
2Work out which gaps matter, and which plan never came in.
3Chase the planning notes and the people who wrote them to learn why each number moved.
4One missed gap reaches the review unexplained, and the quarter is signed off on the wrong number.
Every line compared by a person

✓With the app

1The three plans are lined up for every line, automatically.
2Gaps that matter are listed in dollars and percent, with any missing plan named.
3Each gap gets a likely cause, quoting two lines of the planning notes, or it says unknown.
4The meeting gets a short brief that ties the gaps together. People still decide what to do.
People start from a drafted brief

See it work

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

East Region's first-quarter plans: Rain Shells differ by $44,943 across the three, and no supply plan came in for Hydration Gear.

Catch where a retailer's demand, supply and finance plans disagreeReference appBuilt to be shaped to your process
  1. 1Three plans, one line demand, supply and finance for Rain Shells, a $44,943 gap.
  2. 2A plan never sent no supply plan came in for Hydration Gear.
  3. 3The planners' notes two notes on Rain Shells explain the gap.
  4. 4The gap gets a cause assumption mismatch, cited to those two notes; the rest stay unknown.

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 →
137 of 137listed gaps tagged with the right causemeasured in 06 Evals →
39 of 39written briefs with no invented numbermeasured in 06 Evals →
137 of 146real gaps that made the briefmeasured in 06 Evals →
1.2¢for all 40 planning cyclesmeasured 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 gap threshold, your list of causes, and which plans count.
Your recordsYour demand, supply and finance plans, and the notes your planners already keep.
Your systemsReads the planning tools your teams export from, and sends the brief where reviews happen.
Your screensYour line items, regions and wording, laid out the way your review reads.

Want this for your team?

Talk to us

We can run this on your own three plans and planning notes, with your own threshold, inside your environment.

Talk to us →
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