> ## 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.

# Adjustments

> Change the forecast by editing cells, using the Adjust demand modal, or applying bulk changes — then review them together

## 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.

## Three ways to adjust

### 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.

### 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.

### 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.

## What an adjustment record holds

| Field         | Values                         |
| ------------- | ------------------------------ |
| **Level**     | Total, category, or product    |
| **Plan type** | Top down or Bottom up          |
| **Value**     | Before and after               |
| **Status**    | Pending, Accepted, or Rejected |

## 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.

## 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.

## The review step

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

* A title reading "{dimension} is {name}", 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.

## 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**.

## 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](/guide/demand-planning/building-consensus)** for turning accepted adjustments into the agreed number.
