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
| Filter | Notes |
|---|---|
| Market | Renameable; hierarchical (a tree you drill into) |
| Channel | The sales channel |
Items
| Filter | Notes |
|---|---|
| Category | Product category |
| Group | Custom groups; combine with union or intersection |
| ABC | A, B, or C class |
| Product | Includes a Replenishable only toggle and a live results count |
Display
| Control | What it does |
|---|---|
| View mode | Toggle metric-first vs level-first layout |
| Hierarchy | Switch between category-first and channel-first |
| Metrics to display | Chips to show or hide each metric row |
| Timeframe | The month or year range shown |
| Granularity | Weekly or Monthly |
| Unit | Units or Revenue |
| Sort by | Name or current-month volume |
| Current month | Total vs To-date |
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:| Metric | What it is |
|---|---|
| Target | Top-down goal |
| Actual | What actually sold |
| Open Sales Orders | Orders on the books but not yet shipped |
| Baseline | Statistical forecast |
| Baseline Adj. | Baseline plus included adjustment lines (derived) |
| Consensus | The agreed number |
| Forecast Gap (Abs.) | Distance between the plan and the goal |
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.