Forecast Dashboard
The Demand Forecast Dashboard is where you view, analyze, and adjust demand predictions for your products. Accurate forecasts are essential for inventory planning and supply chain efficiency.Accessing the Dashboard
Navigate to Demand Forecast in the sidebar.Both Admin and Sales Rep users can access the forecast dashboard. Editing capabilities may vary by role.
Dashboard Layout
The forecast dashboard consists of:- Filter Panel (left) - Narrow down the data
- Toolbar (top) - Actions, grouping, and view options
- Data Table (center) - Forecast values by period
- Summary Bar (bottom) - Aggregate totals
Understanding the Data Table
The data table shows forecasts in a grid format:Rows
Each row represents a unique combination of:- SKU
- Channel
- Other grouping dimensions
Columns
Columns represent time periods:- Days (for short-term view)
- Weeks (for medium-term)
- Months (for longer horizons)
Cell Values
Each cell shows the forecasted quantity for that SKU/channel/period combination.Time Period Selection
Control which periods are displayed:Date Range Picker
- Click the date range selector
- Choose start and end dates
- Apply to update the view
Quick Presets
Aggregation Levels
Choose how to aggregate periods:Metrics Displayed
Toggle which metrics appear in the table:Available Metrics
Toggling Metrics
- Click the metrics toggle in the toolbar
- Check/uncheck metrics to show/hide
- View updates immediately
Comparing Forecast vs. Actuals
Show both metrics to compare:- How accurate are forecasts?
- Where are significant variances?
- Which products need forecast adjustment?
Grouping Options
Organize the data by different hierarchies:Standard Groupings
Custom Grouping
Create custom grouping configurations:- Click Grouping in the toolbar
- Select primary, secondary, tertiary groups
- Apply the configuration
- Data reorganizes accordingly
Expanding/Collapsing Groups
- Click the arrow (▶) to expand a group
- Click (▼) to collapse
- Use “Expand All” / “Collapse All” for bulk control
Reading Forecast Data
Interpreting Values
Color Coding
Cells may be color-coded:Dashboard Actions
Export Data
Export the current view:- Click Export
- Choose format (CSV, Excel)
- Download includes current filters and grouping
Quick Edit
Make fast inline edits:- Click on a cell
- Enter new value
- Press Enter to save
View Edit Log
Access the audit trail:- Click Edit Log or navigate to the edit log page
- See all changes with timestamps and users
Performance Tips
For large datasets:Use Filters
Use Filters
Filter to specific collections or channels instead of viewing all data at once.
Limit Date Range
Limit Date Range
Show only the periods you’re actively working with.
Use Appropriate Aggregation
Use Appropriate Aggregation
Monthly view loads faster than daily for long time ranges.
Collapse Groups
Collapse Groups
Keep groups collapsed when not actively reviewing details.
Dashboard vs. Other Views
Next Steps
Filtering Forecasts
Learn to filter and group forecast data
Editing Forecasts
Make adjustments to forecast values
Sales History
View historical sales data
Forecast Algorithms
Learn how forecast models work