Adjustments

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What this page is for

Adjustments are how you change the forecast when you know something the statistics don’t — a promotion, a lost customer, a new listing. This page covers the three ways to make a change, the guardrails that keep changes sensible, and the review step where the team accepts or rejects them.

Baseline Adj. is always derived — it equals the Baseline plus the sum of every included adjustment line. You never type into Baseline Adj. directly. You change it by editing the adjustment lines beneath it.

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Three ways to adjust

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1. Inline cell edit

Click a cell and type. The editable metrics are Consensus, Target, and any custom adjustment lines. Baseline Adj. is not editable.

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2. Adjust demand modal

Opens on a chosen cell and shows its level, metric, and column. You enter either a New Value or a Percentage Change (%) — the two are linked, so changing one updates the other. A Reason is required before you can save.

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3. Bulk adjustment

Change many future months at once, by a value or a percentage, measured against the current number or the baseline. The change applies to whatever your active filters cover.

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What an adjustment record holds

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Guardrails

• You can’t adjust with more than one market or channel selected.
• You can’t edit a total or category while multiple products are filtered.
• Past periods are locked.
• Quarter and full-year total columns aren’t adjustable.

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Locking a cell

You can lock a Target or Baseline Adj. cell so a later forecast re-run or push-down won’t overwrite the number you set by hand. Use this when you’ve deliberately overridden the statistics.

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The review step

Adjustments are collaborative. Each one appears as a card in the Adjustments sidebar:

• A title reading ” is ”, plus the creator, the date, and a description.
• Accept, Reject, and Delete actions.

Accepting or rejecting is how the team signs off on a change — this is the demand review in action. Delete is available to the creator or an S&OP manager, and only while the adjustment is Pending or Rejected. The toolbar shows a pending-count badge so you can see how many changes still need review.

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Step by step: adjust a single cell

1. Filter to a single market and channel (guardrail).
2. Click the cell you want to change.
3. In the Adjust demand modal, enter a New Value or a Percentage Change (%).
4. Type a Reason.
5. Save. The adjustment appears in the sidebar as Pending.
6. A reviewer clicks Accept or Reject.

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Example

A planner filters to Market = West, Channel = Retail, and one energy-bar SKU. A new store listing is coming, so they open the cell for September, enter +15%, and give the reason “New listing – 40 doors.” The change becomes a Pending, Top down adjustment. The demand manager reviews the sidebar card and clicks Accept, and Baseline Adj. rises to include it.

Tip: Always write a clear reason — it’s what reviewers see on the card and what you’ll rely on months later. Reasons are required for a good demand plan. See Building consensus for turning accepted adjustments into the agreed number.