Analytics

This section gives demand planners advanced, flexible analytics tools for the demand planning process, improving your capacity to analyze demand data across different periods and business segments.

Select datasets to display as data series

You can display many datasets as data series at the same time, so you can analyze the different data dimensions that are relevant to your planning. Click Add Dataset, then select the specific data series you want to show. In the illustration below, the user is displaying Base Demand.

Add Dataset control open, with Base Demand being selected from the list of available data series — Adding a dataset as a data series

Select a color per dataset

You can set a new color per dataset, except for Actual, Committed, and Last Plan, so you can visually distinguish between the different data series in the analytics charts and table.

Color picker open for a dataset, letting you assign a distinct color to that data series in the charts and table — Choosing a color for a dataset

Analyze data with the demand table

Defining the segment hierarchy

To define and save the segment hierarchy used to display the demand breakdown, click the settings icon and go to the Select Segments tab.

Table settings dialog open on the Select Segments tab, where the segment hierarchy for the demand breakdown is defined and saved — The Select Segments tab in the table settings

Adjusting the number scale

To adjust the number scale, click the letter in the upper right of the table and select Dynamic (D), Billion (B), Million (M), Thousand (K), or Unit (U):

Dynamic - Automatically formats to the first thousand. For example, 10,000,000,000 becomes 10B and 1,000,000 becomes 1M.
Billion - Automatically formats to billions. For example, 10,000,000,000 becomes 10B and 1,000,000 becomes 0.001B.
Million - Automatically formats to millions. For example, 10,000,000,000 becomes 10,000M and 1,000,000 becomes 1M.
Thousand - Automatically formats to thousands. For example, 10,000,000,000 becomes 10,000,000K and 1,000,000 becomes 1,000K.
Unit - Keeps the original figure. For example, 10,000,000,000 stays 10,000,000,000.

Number scale selector open above the demand table, offering Dynamic, Billion, Million, Thousand, and Unit formats — The number scale selector in the upper right of the table

Adjusting the number of decimals

You can adjust the number of decimals in the table by clicking add or remove decimals, or by setting the number of decimals directly in the upper right corner of the table.

Demand table toolbar with the add decimals and remove decimals controls used to set decimal precision — The decimal controls in the upper right corner of the table

Switching the table display to year-to-year

Switch the table display to year-to-year by clicking the Y2Y icon to compare demand values on an annual basis.

Demand table toolbar with the Y2Y icon highlighted, which switches the table into year-to-year comparison mode — The Y2Y icon in the demand table toolbar

Demand table displaying values compared on an annual basis after year-to-year mode is enabled — The demand table in year-to-year mode

Selecting the value comparison method

You can select how the value of a dataset is compared, so you can analyze the data according to different comparison metrics. Choose one of the following options in the dropdown:

Contribution - Displays the contribution to the total of the dataset.
Growth (%) - Shows the value compared to last year as a percentage. It only displays when year-to-year mode is active.
Growth (abs) - Shows the value compared to last year as an absolute value. It only displays when year-to-year mode is active.
Comparison (%) - Displays the value compared against the highlighted scenario as a percentage.
Comparison (abs) - Shows the value compared against the highlighted scenario as an absolute value.

Dropdown listing the value comparison options: Contribution, Growth (%), Growth (abs), Comparison (%), and Comparison (abs) — The value comparison method dropdown

Selecting actual periods for viewing average monthly demand

You can select the associated actual period to view the average monthly demand for the past 12 months (P12M), past 9 months (P9M), past 6 months (P6M), and past 3 months (P3M), so you can analyze trends and performance over different time frames.

Period selector offering P12M, P9M, P6M, and P3M for the average monthly demand run-rate KPIs — Selecting the actual period for the average monthly demand KPIs

The KPIs reflect monthly average actual sales performance over the last 12, 9, 6, or 3 months. This analysis only includes the most recent sales data within the chosen period.For instance, if sales data is available from October 2021 to January 2024 but you filter for May 2024 to April 2025, the run rates show as N/A, because there is no data in the future period.

Customizing the analytics display through settings

Use the settings icon to select which analytics metrics are displayed and in which order, so you can tailor the analytics view to your needs. The metric formulas are provided in the appendix.

Analytics settings dialog with a list of metrics that can be toggled on or off and reordered — Choosing which analytics metrics are displayed and in what order

Apply page filters

Month range filter

Select the period you want to focus on.

Segment filters

Select the segments you want to focus on.

Segment filter panel with customer, product, and location segment options available for selection — The segment filters

Creating saved segments

The Saved Segment feature lets you save a combination of filters, such as customer, product, and location, for easy retrieval in future analysis. This helps you concentrate on the aspects that are most important to you or your business, and makes navigation easier.

Filter panel with a combination of customer, product, and location filters applied, ready to be saved as a segment — Saving a combination of filters as a segment

Click Save as a Segment and set the segment name, for example Non Tender Pharmacy Chain. You can then retrieve this segment from the saved segments dropdown.

Saved segments dropdown listing previously saved filter combinations, such as Non Tender Pharmacy Chain — Retrieving a saved segment from the dropdown

You can also use a saved segment when creating events. When you choose a pre-defined saved segment, the filter is applied automatically.

Event creation form with a saved segment selected, automatically applying the stored customer, product, and location filters — Applying a saved segment while creating an event

Appendix: analytic metric formulas

For simplicity, assume the following notation:

N    = Total number of periods (months, quarters, etc.) in the fiscal year
YTDn = Year-To-Date value at month n, where n ranges from 1 to N
YTGn = Year-To-Go value starting from month n+1 to the end of the fiscal year
D    = Total number of periods used for averages or totals for half-year or quarter metrics

Analytic	Formula	Notes
FY Total (Fiscal Year Total)	The sum of values for each period within the fiscal year.	The full year must be selected to be displayed
FY Average (Fiscal Year Average)	The average of values over the fiscal year.	The full year must be selected to be displayed
Quarter Total	The sum of values for each period within the quarter.	The full quarter must be selected to be displayed
Quarter Average	The average of values over the quarter.	The full quarter must be selected to be displayed
Half-year Total	The sum of values for the first or second half of the fiscal year.	The full half-year must be selected to be displayed
Half-year Average	The average of values over the first or second half of the fiscal year.	The full half-year must be selected to be displayed
YTD Total (Year-To-Date Total)	The sum of values from the start of the fiscal year up to the start of the plan (excluded).	The full year must be selected to be displayed
YTD Average (Year-To-Date Average)	The average of values from the start of the fiscal year up to the start of the plan (excluded).	The full year must be selected to be displayed
YTG Total (Year-To-Go Total)	The sum of values from the start of the plan to the end of the fiscal year.	The full year must be selected to be displayed
YTG Average (Year-To-Go Average)	The average of values from the start of the plan to the end of the fiscal year.	The full year must be selected to be displayed
Diff YTD-YTG	The difference between YTD Total and YTG Total.	The full year must be selected to be displayed
% Diff YTD-YTG	The percentage difference between YTD Total and YTG Total.	The full year must be selected to be displayed
Diff Average YTD-YTG	The difference between YTD Average and YTG Average.	The full year must be selected to be displayed
% Diff Average YTD-YTG	The percentage difference between YTD Average and YTG Average.	The full year must be selected to be displayed

Getting Started

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Tools

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Reference

Select datasets to display as data series

Select a color per dataset