Baseline preparation

Step by step

1. Planning scope Demand Planning Manager

   Demand Planning Manager identifies the item, region, channel and planning horizon. Demand Planner checks the assigned series against the source history.

   • Defines item and period grain
   • Updates Planning entities, Planning horizons, Items

2. History review Demand Planner

   Demand Planner looks for one-time orders, promotion effects and data errors in dated sales. Each correction retains its original amount and reason.

   • Explains source corrections
   • Updates Historical sales, Historical adjustments

3. Model selection Demand Planner

   Review the active method and its parameters for the planning entity. Check any seasonal profile or driver series used to explain the baseline.

   • Identifies method and inputs
   • Updates Forecast models, Seasonality profiles, Driver data

4. Run review Demand Planner

   Demand Planner compares history depth, generated periods, MAPE, WAPE and bias before using a model run.

   • Checks observed error
   • Updates Forecast model runs, Forecast error metrics

5. Statistical baseline Demand Planner

   Carry the run into the period forecast and preserve the baseline amount for later commercial comparison.

   • Retains period baseline
   • Updates Forecasts

Demand Planning Manager

Sets scope; Demand Planner reviews history, model runs and period output.