Inventory Forecasts & Flow
The Forecast tab provides visual representations of your inventory projections and supply chain movements. It includes both a summary chart and a detailed forecast grid, along with a flow diagram view showing how inventory moves through your supply chain.Forecast Tab
Navigate to Inventory → Forecast tab.Visualization Toggle
The Forecast tab includes a toggle to switch between two visualization types:| View | Description |
|---|---|
| Chart | Summary chart showing inventory, consumption, and replenishment over time |
| Flow Diagram | Visual diagram showing supply chain flows between suppliers, warehouses, and channels |
Simulation Modes
Both views support two simulation modes:| Mode | Description |
|---|---|
| User | Shows projections based on your current supply plan (draft transactions marked as in plan) |
| System | Shows projections based on system-generated recommendations |
Summary Chart
The summary chart is a composed chart (bars + lines) showing key inventory metrics over time.Chart Elements
| Element | Visual | Description |
|---|---|---|
| Consumption | Bars (orange) | Projected demand consumption per period |
| Replenishment | Bars (blue) | Incoming inventory from orders per period |
| Inventory | Line (black for User, gray for System) | Projected sellable inventory level |
| Safety Stock | Line (yellow) | Safety stock threshold |
| Overstock | Line (red) | Overstock threshold |
Dual-Mode Display
Both User and System projections are displayed together:- User mode colors — Solid, primary colors (orange consumption, blue replenishment, black inventory)
- System mode colors — Lighter, secondary colors (light orange, light blue, gray)
Chart Interactions
- Hover — See exact values for any period
- Legend — Click legend items to show/hide individual data series
- Period View — Toggle between daily, weekly, and monthly aggregation
Forecast Grid
Below the summary chart, the Forecast Grid displays detailed projection data in a hierarchical table using AG Grid.Grid Hierarchy
The grid is organized in a tree structure:| Level | Content |
|---|---|
| Warehouse | Top-level grouping by warehouse |
| SKU | Individual products within each warehouse |
| Starting Inventory | Sellable inventory at the start of each period |
| Consumption | Total demand consumption, expandable to show breakdown |
| Replenishment | Total incoming supply, expandable to show breakdown |
| Ending Inventory | Projected sellable inventory at end of each period |
Consumption Breakdown
Expand the Consumption row to see a breakdown by source:- Direct Sales — Consumption from sales channels
- Transfers Out — Inventory transferred to other warehouses
- Bundle Consumption — Inventory used in bundle/kit production
- Production Consumption — Materials consumed in manufacturing
Replenishment Breakdown
Expand the Replenishment row to see incoming inventory by source:- Purchases — Orders from suppliers
- Transfers In — Inventory received from other warehouses
- Individual Transactions — Each draft or submitted transaction is shown as its own row with:
- Transaction name and reference number
- Source type indicator (User Plan or System Recommended)
- Active date range highlighting (blue shading for draft, green for submitted/in-progress)
Dataset Visibility
Toggle which datasets are displayed:| Mode | Shows |
|---|---|
| All | Inventory, consumption, and replenishment together |
| Inventory | Only starting and ending inventory rows |
| Consumption | Only consumption rows |
| Replenishment | Only replenishment rows |
Period Views
Switch between time aggregations:| View | Description |
|---|---|
| Daily | Day-by-day projections |
| Weekly | Aggregated by week |
| Monthly | Aggregated by month |
Filtering
Filter the forecast grid by:- Warehouse — Focus on specific locations
- SKU — View specific products
- Collection — Filter by product group
- Health Status — Show only SKUs with specific health statuses (Out of Stock, Low Inventory, Overstock, Healthy)
Exporting Data
Click the Export button to download the forecast grid data as a CSV file.Flow Diagram
Toggle to the Flow Diagram view to see a visual representation of inventory movements.Diagram Elements
| Element | Shape | Description |
|---|---|---|
| Supplier | Node | External vendors providing inventory |
| Warehouse | Node | Inventory storage locations |
| Channel | Node | Sales channels and destinations |
| Flow Edge | Arrow | Movement of goods between nodes, with quantity labels |
Flow Information
Each flow line shows:- Direction of movement
- Quantity being moved
- Source and destination
Filtering the Flow
Focus the diagram on specific aspects:- Date Range — View flows within a specific time window
- Warehouse — Filter to flows involving specific warehouses
- SKU/Collection — Filter to specific products
- Channel — Focus on specific sales channels
Using Forecasts for Planning
Identifying Issues
Look for these patterns in the summary chart and grid:| Pattern | Indicates | Action |
|---|---|---|
| Inventory drops below safety stock | Upcoming safety stock breach | Add replenishment orders |
| Inventory reaches zero | Projected stockout | Create urgent orders |
| Inventory stays above overstock line | Excess inventory | Reduce or delay orders |
| User and System projections diverge | Recommendations available | Review system recommendations |
Comparing User vs. System Plans
Use the dual-mode display to compare your plan against the system:- User mode — Shows projections based on your current supply plan
- System mode — Shows what the system recommends
- Gap — Where the lines diverge represents improvement opportunities
Best Practices
Regular Review Schedule
Regular Review Schedule
Check forecasts on a regular schedule:
- Daily: Review next 2 weeks for urgent issues
- Weekly: Review next 90 days for planning
- Monthly: Review 6-12 month horizon for strategy
Validate Assumptions
Validate Assumptions
Use the forecast to validate:
- Are lead times accurate? Check when replenishment appears vs. order dates
- Is the demand forecast reasonable? Compare consumption against actuals
- Are safety stock levels appropriate? Check how often breaches are projected
Compare Scenarios
Compare Scenarios
Always compare User vs. System plans:
- Understand the impact of system recommendations
- Identify where your plan may have gaps
- Make informed decisions about accepting recommendations
Use the Grid for Detail
Use the Grid for Detail
The forecast grid provides granular data:
- Expand consumption to see which channels drive demand
- Expand replenishment to see each incoming transaction
- Use period views to match your planning cadence
Troubleshooting
Chart Not Loading
Possible causes:- Supply simulation hasn’t been run yet
- Large dataset is loading
- Filters return no matching data
- Click Refresh to trigger a new simulation
- Wait for loading to complete
- Adjust filters to ensure data exists for the selected criteria
Unexpected Patterns
Possible causes:- Demand forecast is inaccurate
- Lead times are misconfigured
- Transactions are not included in the supply plan
- Verify demand forecast accuracy
- Check lead time settings for warehouses and suppliers
- Ensure relevant draft transactions are added to the supply plan
Next Steps
Supply Plan
Manage replenishment orders
Inventory Dashboard
Monitor inventory health and alerts
Warehouses
Configure warehouse settings
Suppliers
Configure supplier capabilities