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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).

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Filter

Filters are grouped by what they narrow.

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Sales

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Items

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Display

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Current month

The current month is only partly over, so its Actual and its forecasts cover different stretches of time. This option decides how the grid lines them up:
  • Total shows the current month as it is: sales so far next to the whole month’s forecast.
  • To-date shrinks the current month’s forecasts to the share of the month that has passed, so they compare with sales so far.
  • Run rate grows the current month’s Actual to a full-month estimate, so it compares with the whole month’s forecast. Each channel’s daily rate is its sales so far plus its open sales orders for the month, divided by the days they cover: up to today, or up to the channel’s last open order if that falls later. The daily rate is then multiplied by the days in the month, and the channels are added up.
In Run rate mode, the accuracy metrics (Adherence, MAE, MAPE, Bias) score the current month against this estimate. On weekly granularity, all three options apply to the current week instead of the current month.

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Forecast gap

By default the Forecast Gap rows compare Consensus with Target. The option holds both sides of that comparison, and you can change either one: the first is the forecast you look at, the second the one it is compared to. Each side can be Baseline, Baseline Adj., Consensus, Target, another target version, or a line that is not included in Baseline Adj. - for example a forecast you import from another system. To see how far an imported forecast is from Target, set the first side to that line and leave the second on Target.
  • Forecast Gap (Abs.) is the distance between the two forecasts.
  • Forecast Gap % is how far the first forecast is above (positive) or below (negative) the second, as a percentage of the second.
Both rows are empty where either forecast has no value. Picking the forecast that is already on the other side swaps the two. The table names the comparison next to each Forecast Gap row: “Forecast Gap to Target” while Consensus is compared, otherwise both sides, e.g. “Forecast Gap Imported Forecast to Target”.

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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.

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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.

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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.

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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.