> ## Documentation Index
> Fetch the complete documentation index at: https://docs.spherecast.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Find your way around Spherecast and get productive on day one.

## Find your way around

Everything starts from the left sidebar. Here's what you'll find, top to bottom:

* **Cockpit** — your daily home base: top-line health metrics and a queue of things needing action.
* **Workspace** — the planning tools, grouped together:
  * **Demand** — [Targets](/guide/demand-planning/targets), [Baseline](/guide/demand-planning/baseline-forecast), and the S\&OP (Sales & Operations Planning) grid.
  * **Supply** — the [supply plan](/guide/supply-planning/overview) and its recommendations.
  * **Scenarios** — safe [what-if copies](/guide/scenarios/overview) of the plan.
  * **Views** — [custom views](/custom-views) and pre-built reports.
* **Transactions** — [Work orders](/guide/supply-planning/work-orders), [Purchase orders](/guide/supply-planning/purchase-orders), and [Transfer orders](/guide/supply-planning/transfer-orders).
* **Inbox** — your feed of tasks and notifications.
* **Search** — the global search box jumps you to any product, order, or page.
* **Favorites** — pin the views and pages you use most so they sit at the top of your sidebar.

> **Note:** Some items appear only if your company has that capability turned on, so your sidebar may be a little shorter than what's described here. That's normal.

## Read your Cockpit first

Open the **Cockpit** every morning. It answers two questions before you do anything else: *How healthy is my inventory?* and *What needs me today?*

At the top are three KPI (Key Performance Indicator) cards:

* **Availability** — how well you're covering demand right now.
* **Inventory value** — how much cash is sitting in stock.
* **Overstock value** — how much of that stock is more than you need.

Below them is the **Exceptions** queue — a prioritized list of operational issues to work through, like products heading for a stockout or orders that need attention. Click any exception to jump straight to the product or order behind it.

Learn the details on [Cockpit KPIs](/guide/home/kpis) and [Exceptions](/guide/home/exceptions).

## Make it your own

You'll return to the same tables again and again. Rather than re-filtering every time, build a **custom view** — a saved table with your filters, columns, sort, and grouping locked in. Set it up once, name it, and reopen it in one click.

Then **favorite** it (click the star) so it pins to your sidebar. Do this for the two or three tables you open daily and your most-used lists are always one click away. See [Custom views](/custom-views).

## Where to find the most important things

Your day depends on your role. Jump to the right list below.

### If you're a demand planner

You own the forecast. Your core loop:

1. Check your [Targets](/guide/demand-planning/targets) — the top-down goals from leadership.
2. Review the [Baseline forecast](/guide/demand-planning/baseline-forecast) — the statistical starting point.
3. Work the [S\&OP grid](/guide/demand-planning/filter-and-display), where you [make adjustments](/guide/demand-planning/adjustments) and [build consensus](/guide/demand-planning/building-consensus) — the final agreed number.
4. **Push down** the agreed forecast so supply planning can act on it.
5. Track how you did with [snapshots for forecast accuracy](/guide/demand-planning/forecast-accuracy).

### If you're a supply planner

You own replenishment and inventory. Your core loop:

1. Start from the [Cockpit exceptions](/guide/home/exceptions) — they tell you where to look.
2. Open the [Supply plan](/guide/supply-planning/overview) and read its coverage metrics, like [Days of Supply](/dos).
3. Act on recommendations: place [purchase orders](/guide/supply-planning/purchase-orders), move stock with [transfer orders](/guide/supply-planning/transfer-orders), and build with [work orders](/guide/supply-planning/work-orders).
4. Test tricky decisions safely in a [scenario](/guide/scenarios/overview) before committing.
5. Save custom views for your recurring work — for example, a "POs to place" list you clear every morning.

## Next steps

Once you're oriented, read [Key concepts](/getting-started/key-concepts) to get the vocabulary and the mental model straight. Then follow the walkthrough that matches your role: [Demand planner](/day-in-the-life/demand-planner), [Supply planner](/day-in-the-life/sup), or [Manager](/day-in-the-life/manager).