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What this page is for

This page configures the editable rows — the “lines” — of your demand plan. Each line is an S&OP (Sales & Operations Planning) planning row that a planner types adjustments into, such as “Promo,” “Sales input,” or “Distribution gain.” Every line you set up here appears as an editable row under each product and channel in the demand plan. Together, these lines form the adjustment layer that sits between the statistical Baseline and the agreed Consensus.

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What you set up

FieldWhat it controls
NameThe line’s label as it appears in the plan (for example, “Promo”).
OrderDrag to reorder — sets the display order of the lines in the plan.
Include in Baseline adjustmentsWhen ON, this line’s values roll up into Baseline Adj. When OFF, the values are still stored but do not contribute — the line is informational only.

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How it works

The core math is simple:
Baseline + the sum of all “included” S&OP lines = Baseline Adj.
  • Baseline is the statistical starting forecast.
  • Each S&OP line adds (or subtracts) an adjustment. Only lines with Include in Baseline adjustments turned ON roll up.
  • Baseline Adj. is the result of that roll-up. It is derived — you never type into it directly.
From there, a planner can push Baseline, Baseline Adj., or a single line into Consensus — the agreed number the business plans around. A line switched OFF for Baseline adjustments still stores whatever a planner enters, but those values sit to the side for reference and do not change Baseline Adj. Use OFF lines to capture context you want visible without moving the plan.
Note: “Baseline Adj.” and “Consensus” are default names and may be renamed for your company. Whatever the labels, Baseline Adj. stays derived — it is always the roll-up, never a typed-in value.

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Step by step: add and order a line

  1. Choose Add line and give it a clear Name (for example, “Promo”).
  2. Decide whether it should roll into the plan: turn Include in Baseline adjustments ON to make it count, or OFF to keep it informational.
  3. Drag the line up or down to set where it appears in the plan.
  4. Repeat for each adjustment type your team uses.

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Deleting a line

Deleting a line removes it and every adjustment stored in it, across all products and channels. This cannot be undone. Delete only lines you are certain you no longer need.

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Example

For one product/channel:
  • Baseline = 1,000
  • Promo line = +200, with Include in Baseline adjustments turned ON
  • Baseline Adj. = 1,000 + 200 = 1,200
If you had left the Promo line’s include toggle OFF, the +200 would still be recorded on the line, but Baseline Adj. would remain 1,000. A planner might then push Baseline Adj. (1,200) into Consensus as the agreed number.
Tip: Name lines the way your team talks about them, and turn the include toggle ON only for lines that should move the plan. See also Adjustments, Building consensus, and Demand profiles.