Forecasting Dashboard. Dashboard Genesis Design Philosophy Dashboard Scope

Forecasting Dashboard

Dashboard Genesis

• Design Philosophy• Dashboard Scope

Dashboard Bits and Bobs

• Dashboard Settings• Product Selection• Widget Selection• Data Field

What Do Widgets Do, Anyway?

• On Order• Product Notes• Performance• Selected Product• Price Points• Sales Momentum• Cases Cut Last Year• Purchase Flow

• Time Series Viewer• Forecast Worksheet• Advertisements• Cases Sold Last Year• Events• Inventory Last Year• Sales Trend

Forecasting by the Dashboard Light

• Exercise 1 – Dance, Widgets! Dance!• Exercise 2 – Retromancy (Sales)

• Auto-forecast vs. Manual Forecast and Beating the House• Sales Trends and the Forecast Numbers• Price Points and Last Year’s Sales

• Exercise 3 – Mathemancy (Purchasing)• DOH Calculation• Simulated Order QTY and Projected DOH• Target DOH and the Product Record• Suggested Order QTY – cases/pallets

Discuss | Ask | Suggest

• Jake Jacobs• jakej@eostar.com

• David McKay• davidm@eostar.com