​

Sales History

The Sales History view shows your actual historical sales data. It’s essential for understanding past performance, validating forecasts, and identifying trends.

​

Accessing Sales History

Navigate to Demand Forecast → Sales History (or Sales History in the sidebar for Sales Rep users).

​

What is Sales History?

Sales History displays actual sales transactions that have occurred:

​

Sales History View

​

Layout

The Sales History view uses a similar layout to the Forecast Dashboard:

• Filter Panel (left) - Filter by channel, product, etc.
• Data Table (center) - Historical sales by period
• Time Controls (top) - Date range and aggregation

​

Table Columns

​

Viewing Historical Data

​

Date Range Selection

​

Aggregation Levels

​

Grouping Options

Group historical data by:

• Channel
• Collection
• Product hierarchy
• SKU

​

Filtering Sales History

​

By Channel

View sales for specific channels:

1. Open Channel filter
2. Select channels
3. See only sales from those channels

​

By Product

Focus on specific products:

1. Use Collection or SKU filters
2. Select products to view
3. Data shows only selected items

​

By Time Period

Beyond date range, filter by:

• Day of week
• Specific months
• Comparable periods (same month last year)

​

Comparing to Forecasts

​

Side-by-Side View

To compare sales history with forecasts:

1. Go to the Forecast Dashboard
2. Enable both “Sales History” and “Forecast” metrics
3. View actual vs. predicted in the same table

​

Variance Analysis

​

Reading Variances

​

Sales Trends

​

Identifying Patterns

Look for: Seasonal Patterns:

• Higher sales in certain months
• Holiday peaks
• Weather-related changes

Growth/Decline:

• Consistent month-over-month changes
• Year-over-year comparisons
• Product lifecycle stages

Channel Patterns:

• Channel-specific seasonality
• Promotional impacts by channel
• Channel growth rates

​

Trend Indicators

​

Year-over-Year Comparison

Compare current period to same period last year:

​

Setting Up YoY View

​

YoY Metrics

​

Exporting Sales Data

​

Export Options

​

Export Uses

• Detailed analysis in Excel
• Input to other planning tools
• Sharing with stakeholders
• Archive for records

​

Period Completion Status

Some views show period completion:

​

Integration with Forecasts

Sales history feeds into forecasting:

​

How Forecasts Use History

1. Baseline - Historical patterns establish baseline
2. Trends - Growth/decline rates inform projections
3. Seasonality - Past seasonal patterns project forward
4. Model Training - Algorithms learn from history

​

Data Quality Impact

Better history data = better forecasts:

• Complete data improves accuracy
• Consistent tracking helps patterns
• Flagged anomalies prevent distortion

​

Best Practices

​

Troubleshooting

​

Missing Sales Data

Possible causes:

• Integration sync delay
• Date range doesn’t include data
• Data wasn’t imported

Solutions:

1. Check integration status
2. Expand date range
3. Verify data import completed

​

Data Doesn’t Match Source

Possible causes:

• Returns not processed
• Timing differences
• Aggregation method differs

Solutions:

1. Check if returns are included
2. Verify period definitions match
3. Confirm aggregation logic

​

Next Steps