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SCM with Demand Forecasting
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SCM with Demand Forecasting · Available now

Turn demand signals into a reviewed operating plan.

Demand planning begins with a planning entity for an item, region, channel and customer segment. Historical sales and planning horizons provide the period structure.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewPromotions awaiting decision
SCM with Demand Forecasting · Promotions

Promotions awaiting decision

approval waits for the reviewer

New promotion
Promotions in view
6
West
2
Central
1
East
1
Promo codeNameItemRegionChannelStart period
PROMO-AUTUMN-26Autumn pantry refreshCanvas weekender bag, navyWestRetail18 Oct
PROMO-WINTER-26Winter warmth bundleLinen napkin set, sageCentralWholesale13 Oct
PROMO-CAMPUS-26Spring organization eventWoven storage basket, naturalEastDirect28 Oct
PROMO-TRAVEL-27Back to campus essentialsLinen napkin set, sageSouthEcommerce27 Oct
PROMO-STORES-27Summer travel collectionBamboo desk organizer, walnutNationalOEM13 Oct
6 of 6 records
PROMO-AUTUMN-26Promotions · PRM-24788
West
NameAutumn pantry refresh
ItemCanvas weekender bag, navy
ChannelRetail
Start period18 Oct
End period22 Oct
Commercial reviewPRM-24788 · PROMO-AUTUMN-26

Demand Planning Manager reviews promotion and launch assumptions.

Waiting for Demand Planning Manager
ApproveReturn
Example screen with sample data
Tables, ready to use
31
Saved views
14
Roles with set permissions
6
Reports and dashboards
8
Features

See the planning work

Every feature works on the same records. Pick one to see the screen your team works in.

Planning foundations

Define each demand series, its time horizon and the sales history used to plan it.

  • Define the grain
  • Set the calendar
  • Review the past
  • Planning entities
  • Planning horizons
  • Items
  • Historical sales
  • Historical adjustments
Explore planning foundations
OverviewActive planning entities
SCM with Demand Forecasting · Planning foundations

Active planning entities

Planning entities

New
Entity codeItemRegionChannelCustomer segmentHorizon
BIN-W-RTL-HHCanvas weekender bag, navyWestRetailSMBOnline weekly, 13 weeks
BASKET-E-WHS-BTQCotton throw blanket, sandCentralWholesaleMid marketPromotions weekly, 20 weeks
TUMBLER-S-ONL-TRVLinen napkin set, sageEastDirectEnterpriseRegional monthly, 12 months
NAPKIN-W-RTL-HHCeramic serving bowl, largeSouthEcommerceConsumerExecutive quarterly, 8 quarters
BOWL-N-ONL-HOSTInsulated travel tumbler, 16 ozNationalOEMGovernmentWholesale monthly, 18 months
6 of 6 records
BIN-W-RTL-HHPlanning entities · PE-36806
West
ItemCanvas weekender bag, navy
ChannelRetail
Customer segmentSMB
HorizonOnline weekly, 13 weeks
Assigned plannerLina Haddad
Example screen with sample data
Process

From signal to plan

Demand signal to published plan ships ready to use. 3 steps need a named approval before the work moves on: Commercial review (Demand Planning Manager), Consensus review (Demand Planning Manager) and Executive S&OP (Executive).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Planning scope

    Define the item, region, channel and horizon for the series.

    PROMO-AUTUMN-26PRM-24788 · Demand Planning Manager
    Planning scopeBy Demand Planning Manager

  2. Statistical baseline

    Review history, model runs and the baseline period amount.

    PROMO-AUTUMN-26PRM-24788 · Demand Planner
    Statistical baselineBy Demand Planner

  3. Commercial review

    Approve scoped promotion and launch assumptions.

    PROMO-AUTUMN-26PRM-24788 · Demand Planning Manager
    Commercial reviewBy Demand Planning Manager
    ApprovalDemand Planning Manager reviews promotion and launch assumptions.

  4. Consensus review

    Accept or reject named contributions before reconciliation.

    PROMO-AUTUMN-26PRM-24788 · Demand Planning Manager
    Consensus reviewBy Demand Planning Manager
    ApprovalDemand Planning Manager accepts or rejects contributions.

  5. Executive S&OP

    Review the final version and recorded decision.

    PROMO-AUTUMN-26PRM-24788 · Executive
    Executive S&OPBy Executive
    ApprovalExecutive reviews and approves the final cycle decision.

  6. Published plan

    Retain the cycle position and review inventory targets.

    PROMO-AUTUMN-26PRM-24788 · Demand Planning Manager
    Published planBy Demand Planning Manager

Start with Baseline preparation

Inside a record

Connect source and inventory systems

Open any promotion to see the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Name, Item, Channel and Start period.

  2. 2
    Linked records

    Records linked to this promotion.

  3. 3
    Who works on it

    Demand Planning Manager, Demand Planner and Sales Rep, each with their own permissions.

  4. 4
    Process stages

    History review and Commercial review, with the role that acts.

  5. 5
    Approvals

    Commercial review and Consensus review, with who decides.

Promotions awaiting decisionPROMO-AUTUMN-26
SCM with Demand Forecasting · Promotions

PROMO-AUTUMN-26

Autumn pantry refresh · West

Log activity
1
Record details
NameAutumn pantry refresh
ItemCanvas weekender bag, navy
ChannelRetail
Start period18 Oct
3

Who works on it

  • Demand Planning ManagerView consensus contributions, consensus plans, driver data…
  • Demand PlannerManage Forecasts, historical adjustments
  • Sales RepManage consensus contributions
4

Process stages

  • History reviewDemand Planner
  • Commercial reviewDemand Planning Manager, Marketing Manager
5

Approvals

  • Commercial reviewDemand Planning Manager
    Approved
  • Consensus reviewDemand Planning Manager
    Waiting
Example screen with sample data
Approvals

Review the decisions

OverviewApprovals
SCM with Demand Forecasting · Overview

Approvals

Signed in as Demand Planning Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • PRM-24788PROMO-AUTUMN-26
    Autumn pantry refreshRequested by Demand Planning Manager
    West0dActions
  • PRM-59205PROMO-WINTER-26
    Winter warmth bundleRequested by Demand Planning Manager
    Central3dActions
  • PRM-10865PROMO-CAMPUS-26
    Spring organization eventRequested by Demand Planning Manager
    East5dActions
  • PRM-33265PROMO-TRAVEL-27
    Back to campus essentialsRequested by Demand Planning Manager
    South3dActions

Who approves what

DecisionApprover
Commercial reviewApprove scoped promotion and launch assumptions.Demand Planning Manager
Consensus reviewAccept or reject named contributions before reconciliation.Demand Planning Manager
Executive S&OPReview the final version and recorded decision.Executive
3 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens SCM with Demand Forecasting to the work that is theirs. Pick a role to see what it starts with.

Demand Planning Manager

Owns the demand planning function and the S&OP cycle; reviews consensus contributions and signs off the plan.

This is the first screen this role sees.

OverviewPromotion calendar

Promotion calendar

Promotions · Demand Planning Manager

Approved3
PROMO-AUTUMN-26Autumn pantry refresh
31 Oct
PROMO-CAMPUS-26Spring organization event
31 Oct
PROMO-STORES-27Summer travel collection
19 Oct
Add
Live3
PROMO-WINTER-26Winter warmth bundle
28 Oct
PROMO-TRAVEL-27Back to campus essentials
19 Oct
PROMO-HOME-27Regional store opening offer
12 Oct
Add
Example screen with sample data

Roles and permissions

Reports

Read the forecast evidence

Read accuracy, commercial changes, exceptions and safety targets against the cycle.

Overview
SCM with Demand Forecasting · Overview

SCM with Demand Forecasting dashboard

This quarter

Exceptions in view
6
Total detected quantity delta
2,560
Large variance
1
Trend break
1

Promotions by status

How far records got this quarter

StageReachedStep
Draft37
Submitted1541%
Approved320%
Live133%

Expected uplift pct by status

Sample totals per stage

0
-4000Draft
-6000Submitted
-2000Approved
-5000Live
-6000Closed
Example screen with sample data
  1. 01Forecast accuracy by model

    Compare MAPE, WAPE and bias across forecast model runs for a planning entity.

  2. 02Demand versus actual by period

    Compare the four forecast amounts with actual quantity for each Forecasts period.

  3. 03Seasonal profile strength

    Review season strength and Method by planning entity and last recomputed at.

  4. 04Promotion exposure

    Compare expected uplift pct, Confidence and investment USD for approved promotions by item and period.

  5. 05Consensus response coverage

    Compare contributor count expected with contributor count responded by consensus plans stage.

  6. 06Exception severity by cycle

    Group Exceptions by SOP cycle, Severity, Type and Status.

  7. 07Scenario impact by cycle

    Compare total quantity impact and total revenue impact by base SOP cycle and Status.

  8. 08Safety targets by location

    Compare safety stock units and reorder point by Item, Location and SOP cycle.

All reports and dashboards

Who it's for

Fit your demand pattern

See how SCM with Demand Forecasting fits your kind of team.

Multi-channel product teams

Review the same item across retail, wholesale, direct and ecommerce demand streams.

Seasonal consumer goods

Keep recurring seasonal demand distinct from promotions and one-time orders.

New-product portfolios

Size introductions with a launch date, curve and comparable item context.

Controls

Keep assumptions traceable

Each stage of demand signal to published plan names the role that acts and the status it records, so a change is never anonymous.

OverviewDemand signal to published plan
SCM with Demand Forecasting · Process

Demand signal to published plan

Each stage, the role that acts and the status it records

Process stages
11
Approval steps
3
Roles involved
6
Tables touched
18
Planning scope
Demand Planning Manager, Demand Planner
StatusPaused → Active
RecordsPlanning horizons, Historical sales, Planning entities
Commercial reviewApproval
Demand Planning Manager, Marketing Manager
StatusSubmitted → Approved
RecordsLaunch curves, Promotions, NPIs
Contribution window
Demand Planning Manager, Marketing Manager, Operations Lead, Sales Rep
StatusDraft → Submitted
RecordsConsensus contributions
Demand signal to published plan
  1. Start
    Planning scopePaused → Active
    Planning horizons
  2. Approval
    Commercial reviewSubmitted → Approved
    Launch curves
  3. Step
    Contribution windowDraft → Submitted
    Consensus contributions
  4. Approval
    Consensus reviewDemand Planning Manager
    Consensus plans
  5. Approval
    Executive S&OPExec leadership → Published
    Forecast versions
Example screen with sample data

See each stage in detail

AI agent

Prepare reviews with Proto

Ask Proto to prepare planning views and explain cycle records for human review.

It can

  • Demand Planner: Compare model runs, seasonal profiles and recent actual quantities for a named planning entity.
  • Marketing Manager: Prepare a summary of promotion dates, uplift assumptions and affected forecast periods.
  • Demand Planning Manager: Summarize submitted contributions and unresolved exceptions before a cycle meeting.
  • Operations Lead: Compare item-location safety targets with the current cycle and planned inventory handoff.

Stays with a person

  • The people named on the cycle decide which assumptions to accept and when to publish.
  • Proto can prepare the records for review and help check references, but approvals, source ownership and inventory handoffs need the appropriate human decision.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • SCM with Demand Forecasting
  • Item master
  • Sales history
  • Commercial data
  • Inventory planning
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 31 tables
31tables
  • Planning foundations5
  • Forecast modeling8
  • Commercial adjustments8
  • Consensus planning6
  • S&OP review8
  • Supply targets and exceptions8
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Define scope

    Select one item, region, channel and planning horizon, then assign the Demand Planner and cycle owner.

  2. Prepare history

    Load source sales periods and review any one-time orders or promotion effects with dated adjustments.

  3. Review a baseline

    Choose the model assignment, inspect the latest run and read forecast amounts by period.

  4. Add commercial input

    Prepare one promotion, review an introduction and gather named contributions.

  5. Hold the cycle

    Schedule demand, supply, reconciliation and executive meetings; retain decisions and version snapshots.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for SCM with Demand Forecasting.

All questions
How do I get started?

Click Get started, then use Proto to configure SCM with Demand Forecasting for your business. Pilot one item, one region and channel, a planning horizon and a complete S&OP cycle.

What is a planning entity?

It is the item, region, channel and optional customer-segment series that receives a forecast and an assigned planner.

Can we compare the original forecast with the final plan?

Yes. A forecast period keeps baseline, adjusted, consensus and final amounts together, with actual quantity for later review.

How do promotions enter the review?

Marketing Manager prepares the item, dates, uplift and confidence. The team reviews the affected periods and the approval before carrying the assumption into consensus.

How are new products handled?

An introduction records its launch date, peak quantity, ramp duration and optional curve, similar-item and cannibalized-item references.

Who contributes to consensus?

Sales Rep, Marketing Manager and Operations Lead can enter period contributions with a source and justification. Demand Planning Manager reviews those inputs.

What happens when a forecast looks wrong?

Assign an exception, inspect the affected history and model run, and record the resolution or cycle decision.

Can we examine an alternative plan?

A what-if scenario records assumptions, affected planning entities and estimated impact against a base S&OP cycle.

Where does safety stock fit?

Item-location targets record service level, lead time, forecast variability and calculated quantities for inventory follow-up.

How is the cycle decision retained?

Meetings, attendees, decisions and forecast versions attach to the S&OP cycle, preserving the review sequence.

Set up SCM with Demand Forecasting your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

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