What this page is for
The S&OP grid is your demand plan - one big table of metrics across months. Before you start adjusting, you narrow it to what you care about and choose how it’s laid out. The toolbar has two sides: Filter (which rows appear) and Display (how they look).Filter
Filters are grouped by what they narrow.Sales
Items
Display
Additional toggles
- Abbreviate large numbers
- Actuals of inactive products
- Constrain discontinued products
- Show past forecasts
- Quarterly totals
- Yearly totals
The last two (Quarterly and Yearly totals) apply to the monthly view only.
What you see under the toolbar
- A row of filter chips showing what’s currently applied - click to remove.
- A graph you can focus by clicking any row in the table.
Default metrics
Out of the box, the grid shows these rows:
Open Sales Orders rows expand to per-line detail, and you can mark each line reviewed as you work through them.
Example
A planner opens the grid, filters to Market = Midwest, Channel = Retail, and Category = Frozen. They switch Granularity to Weekly and Unit to Units, turn on Quarterly totals, and sort by current-month volume so the biggest movers sit at the top. Clicking a SKU row focuses the graph on that item’s Baseline and Consensus over time.Tip: Set your filters before you adjust. Many adjustment guardrails depend on how narrowly you’ve filtered - see Adjustments.