> ## 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.

# Filter & display (S&OP)

> Focus the demand plan on the products, channels, timeframe, and metrics you need

## 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            |

**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](/guide/demand-planning/adjustments)**.