This chapter covers the following topics:
The Sales and Operations Planning analyst has access to a predefined dashboard with a selection of seeded reports. These reports enable the sales and operations planning analyst to perform tasks related to sales and operations planning and analysis. The report pages leverage the flexibility of the Oracle Business Intelligence – Enterprise Edition (OBI-EE) application, which enables the layout and content of the delivered reports to be customized by the user.
The reports for the sales and operations planning analyst are organized in logical groupings as pages, or tabs, within the Sales and Operations Planning Dashboard.
These pages are available for the sales and operations planning analyst:
Demand Review.
Supply Review.
Financial Review
Executive Review.
Glossary.
The Glossary page provides:
Definitions of all measures that are presented in the Sales and Operations Planning Dashboard.
Information about the logic used to calculate each measure.
To change the dashboard layout, see Oracle Business Intelligence Answers, Delivers, and Interactive Dashboards User Guide.
This section provides an overview of the Demand Review page and discusses:
Forecast Comparison Report
Forecast Accuracy - MAPE Report
Projected Backlog Report
Consensus Tracking by Category Report
Forecast - Scenario Comparison Report
Demand Summary Report
Top Abs Diff - Consensus and Financial Forecast by Category Report
Consensus Forecast Difference by Customer Report
Consensus Forecast Difference by Category Report
The Demand Review page maps to the first phase of the Sales and Operations Planning business process. It provides the Sales and Operations Planning analyst the information to answer these questions:
How has the plan changed?
Is the order backlog increasing?
How are we performing to the forecast?
To access the Demand Review page:
Select the Sales and Operations Planning Analyst responsibility.
Select the Demand Review tab.
Page-level filters are provided at the top of the Demand Review page. Page-level filters are used to filter the results of the work areas.
This table lists the page level filters for the Demand Review page:
| Filter | Description |
|---|---|
| Comparison Scenario | Select from a list of scenarios to use to compare to a baseline scenario. Multiple scenarios can be selected. This is a required field. |
| Baseline Scenario | Select from a list of scenarios to use as the baseline. Only one scenario can be selected. This is a required field. |
| Fiscal Year | Select from a list of fiscal years. Optionally, select multiple years. |
| Category Description (Inv.Items) | Select from a list of item categories. Multiple categories can be selected. This is an optional field. |
| Organization Code | Select from a list of organizations. Multiple organizations can be selected. This is an optional field. |
The Forecast Comparison report enables the sales and operations planning analyst to compare how raw forecasts from different stakeholders vary. The Consensus Forecast is the demand plan that is agreed upon between Sales, Marketing, and other Demand Management stakeholders. It is used for driving the manufacturing and supply plans.
In addition to the page-level filters at the top of the page, users can specify this filter for the report:
| Field | Description |
|---|---|
| View | Select how you want to view the report. These options are available:
|
Additional currency reports that you can access from the Forecast Comparison report are (in alphabetical order):
Top Absolute (Abs) Difference (Currency) – Consensus and Budget by Organization.
Top Abs Difference (Currency) – Consensus and Budget by Product Category.
Top Abs Difference (Currency) – Consensus and Marketing by Organization.
Top Abs Difference (Currency) – Consensus and Marketing by Product Category.
Top Abs Difference (Currency) – Consensus and Sales by Organization.
Top Abs Difference (Currency) – Consensus and Sales by Product Category.
Top Abs Percent (%) Difference (Currency) – Consensus and Budget by Organization.
Top Abs % Difference (Currency) – Consensus and Budget by Product Category.
Top Abs % Difference (Currency) – Consensus and Marketing by Organization.
Top Abs % Difference (Currency) – Consensus and Marketing by Product Category.
Top Abs % Difference (Currency) – Consensus and Sales by Organization.
Top Abs % Difference (Currency) – Consensus and Sales by Product Category.
Additional unit reports that you can access from the Forecast Comparison report are (in alphabetical order):
Top Abs Difference – Consensus and Marketing by Organization.
Top Abs Difference – Consensus and Marketing by Product Category.
Top Abs Difference – Consensus and Sales by Organization.
Top Abs Difference – Consensus and Sales by Product Category.
Top Abs % Difference – Consensus and Marketing by Organization.
Top Abs % Difference – Consensus and Marketing by Product Category.
Top Abs % Difference – Consensus and Sales by Organization.
Top Abs % Difference – Consensus and Sales by Product Category.
Users can also access the Sales and Operations Planning application by clicking the Consensus Forecast Product Category link.
The Forecast Accuracy - MAPE report enables the sales and operations planning analyst to determine the accuracy of the Consensus Forecast over time.
In addition to the page level filters at the top of the page, users can specify this filter for the report:
| Field | Description |
|---|---|
| View | Select how you want to view the report. Options include Chart and Table. The Chart view plots consensus forecast accuracy MAPE for week four, week eight, and week thirteen. The Table view provides the values that correspond to the Chart view. |
Additional reports that you can access from the Forecast Accuracy - MAPE report are (in alphabetical order):
Bottom – 8 week Forecast Accuracy by Item.
Bottom – 8 week Forecast Accuracy by Organization.
Bottom – 8 week Forecast Accuracy by Product Category.
Bottom – 8 week Forecast Accuracy by Customer.
Users can also access the Sales and Operations Planning application by clicking the Consensus Waterfall Analysis Product Category link.
The Projected Backlog report enables the sales and operations planning analyst to:
Determine whether order backlog is increasing by analyzing the trends in actual backlog history and projected backlog.
Compare projected backlog between the baseline and comparison scenarios.
In addition to the page-level filters at the top of the page, users can specify this filter for the report:
| Field | Description |
|---|---|
| View | Select how you want to view the report. Options include Chart and Table. The Chart view plots actual backlog and projected backlog for multiple fiscal periods. The Table view provides the values that correspond to the Chart view. |
Additional reports that you can access from the Projected Backlog report are (in alphabetical order):
Actual Backlog Distribution by Operating Unit.
Actual Backlog Distribution by Product Category.
Consolidated Analysis by Fiscal Period.
Demand Fill by Fiscal Period.
Projected Backlog Distribution by Operating Unit.
Top Actual Backlog by Customer.
Top Actual Backlog by Item.
Top Actual Backlog by Organization.
Top Actual Backlog by Product Category.
Top Projected Backlog by Customer.
Top Projected Backlog by Item.
Top Projected Backlog by Organization.
Top Projected Backlog by Product Category.
Users can also access the Sales and Operations Planning application by clicking the Projected Backlog Product Category link.
The Consensus Tracking by Category report enables the sales and operations planning analyst to track forecast attainment by comparing bookings, with future dates, and consensus forecasts. The report is displayed for the selected baseline scenario only.
In addition to the page level filters at the top of the page, users can specify these filters for the report:
| Field | Description |
|---|---|
| View | Select how you want to view the report. Options include Chart and Table. The Chart view plots attained percent against item categories. The Table view provides the values that correspond to the Chart view. |
| Fiscal Period Name | Select a fiscal period. |
Additional reports that you can access from the Consensus Tracking by Category report are (in alphabetical order):
Bottom Attained % by Customer.
Bottom Attained % by Item.
Bottom Attained % by Organization.
Consolidated Analysis by Fiscal Period.
Demand Fill by Fiscal Period.
Top Attained % by Customer.
Top Attained % by Item.
Top Attained % by Organization.
Users can also access the Sales and Operations Planning application by clicking the Consensus Forecast Product Category link.
The Forecast - Scenario Comparison report enables the sales and operations planning analyst to determine how forecast data differs between the baseline and comparison scenarios.
In addition to the page-level filters at the top of the page, users can specify this filter for the report:
| Field | Description |
|---|---|
| Measure | Select the measure that you would like to view. Options include: Bookings Forecast, Consensus Forecast, Final Forecast, Marketing Forecast, Sales Forecast, and Shipment Forecast. |
Additional reports that you can access from the Forecast – Scenario Comparison report are (in alphabetical order):
Forecast Distribution by Operating Unit.
Forecast Distribution by Product Category.
Top Unit Volume by Organization.
Top Unit Volume by Product Category.
Users can also access the Sales and Operations Planning application by clicking the Consensus Forecast Product Category link.
The Demand Summary report provides key demand metrics at-a-glance in units and in reporting currency and supports plan-over-plan comparison.
Operating Plan Value measure is the sum of Shipment History and Constrained Forecast in reporting currency. This measure is used to compare operating performance relative to Financial Forecast and Budget.
This summary report ranks the top difference between the Consensus Forecast Value and the Financial Forecast Value by Product Category for the baseline scenario.
This summary report provides plan-over-plan comparison of the Consensus Forecast at the customer level. Diff(erence) % relates the Comparison Scenario Consensus forecast with the Baseline Scenario Consensus forecast. You can access the Forecast - Scenario Comparison Trend report by selecting a value in the Diff % column from this report.
This summary report provides plan-over-plan comparison of the Consensus Forecast at the product category level. Diff(erence) % relates the Comparison Scenario Consensus forecast with the Baseline Scenario Consensus forecast. You can access the Forecast - Scenario Comparison Trend report by selecting a value in the Diff % column from this report.
This section provides an overview of the Supply Review page and discusses:
Consolidated Analysis.
Demand Fill.
Production Plan Comparison by Organization.
Production Plan.
Top - Supplier Item Utilization.
Top Resource Utilization by Organization.
Consolidated - Scenario Comparison.
Supply Summary.
Bottom Demand Fill % by Customer.
Supply Change by Category
Top Resource Utilization.
Strategic Plans.
The Supply Review page maps to the second phase of the Sales and Operations Planning business process. It provides the Sales and Operations Planning analyst the information to answer these questions:
How are product categories performing?
Are we supply-constrained?
Are we producing to the plan?
Where are we resource-constrained?
Where are we supplier-constrained?
To access the Supply Review page:
Select the Sales and Operations Planning Analyst responsibility.
Select Sales and Operations Planning Dashboard.
Select the Supply Review tab.
Page-level filters are provided at the top of the Supply Review page. Page level filters are used to filter the results of the work areas.
This table lists the page-level filters for the Supply Review page:
| Filter | Description |
|---|---|
| Comparison Scenario | Select from a list of scenarios with which to compare to a baseline scenario. Multiple scenarios can be selected. This is a required field. |
| Baseline Scenario | Select from a list of scenarios to be used as the baseline. Only one scenario can be selected. This is a required field. |
| Fiscal Year | Select from a list of fiscal years. Multiple years can be selected. This is an optional field. |
| Organization Code | Select from a list of organizations. Multiple organizations can be selected. This is an optional field. |
The Consolidated Analysis report enables the sales and operations planning analyst to determine whether sufficient inventory is available to meet demand and safety stock levels.
In addition to the page-level filters at the top of the page, users can specify this filter for the report:
| Field | Description |
|---|---|
| View | Select the option that you want to view. Options include
|
Additional reports that you can access from the Consolidated Analysis report are (in alphabetical order):
Bottom-Inventory Turns by Organization.
Bottom-Inventory Turns by Product Category.
Consolidated Analysis by Fiscal Period.
Consolidated Analysis – Unit Breakdown by Organization.
Inventory Value – Distribution by Organization.
Top-Inventory Turns by Organization.
Top-Inventory Turns by Product Category.
Top Inventory Value by Organization.
Top Inventory Value by Product Category.
Users can also access the Sales and Operations Planning application by clicking the Consolidated Plan Product Category link.
The Demand Fill report enables the sales and operations planning analyst to determine whether the unconstrained, consensus forecast that is received by the Sales and Operations Planning application could be achieved on the supply side.
In addition to the page-level filters at the top of the page, users can specify this filter for the report:
| Field | Description |
|---|---|
| View | Select the option that you want to view. Options include:
|
Additional reports that you can access from the Demand Fill report are (in alphabetical order):
Bottom – Demand Fill % by Customer.
Bottom – Demand Fill % by Item.
Bottom – Demand Fill % by Organization.
Bottom – Demand Fill % by Product Category.
Demand Shortfall by Organization – units.
Demand Shortfall by Product Category – units.
Top Demand Fill % by Customer.
Top Demand Fill % by Organization.
Top Demand Fill % by Product Category.
The Production Plan Comparison by Organization report enables the sales and operations planning analyst to compare production plans by organization between scenarios. This report provides a visual cue of relative differences when the column heights differ between scenarios and organizations.
Additional reports that you can access from this report are (in alphabetical order):
Production to Plan by Category
Production Plan Monthly
Resource Utilization.
Users can also access the Sales and Operations Planning application by clicking the Production Plan Product Category link.
The Production Plan report enables the sales and operations planning analyst to compare production to plan adherence percent between the baseline and comparison scenarios. This report displays the production plan over the time horizon. Production history is displayed for historical periods.
In addition to the page-level filters at the top of the page, users can specify this filter for the report:
| Field | Description |
|---|---|
| View | Select the option that you want to view. Options include
|
Additional reports that you can access from the Production Plan report are (in alphabetical order):
Production to Plan by Category
Production Plan by Organization
Consolidated Analysis
The Top – Supplier Item Utilization report enables the sales and operations planning analyst to review the most utilized supplier items for all suppliers. The report is displayed for the selected baseline scenario.
In addition to the page-level filters at the top of the page, users can specify these filters for the report:
| Field | Description |
|---|---|
| View | Select the option that you want to view. Options include
|
Additional reports that you can access from the Top – Supplier Item Utilization report are (in alphabetical order):
Item Supplier Capacity.
Supplier Item Capacity
Top - Supplier Requirements
Top n- Supplier Item Requirements
The Top Resource Utilization by Organization report enables the sales and operations planning analyst to view total resource utilization ranked by organization for the baseline scenario.
Additional reports that you can access from the Top Resource by Utilization by Organization report are (in alphabetical order):
Production Plan Monthly.
Resource Utilization.
The Consolidated – Scenario Comparison report enables the sales and operations planning analyst to determine whether sufficient inventory is available to meet demand and safety stock levels, which is the same as the Consolidated Analysis report. However, the Consolidated – Scenario Comparison report supports direct scenario comparison of each measure individually. The report provides a visual cue of comparative differences when the lines diverge between scenarios.
In addition to the page level filters at the top of the page, users can specify this filter for the report:
| Field | Description |
|---|---|
| Measure | Select the option that you want to view. Options include PAB (projected available balance) – units, PAB – value, PAB – Days of Cover, Inventory Turns, Safety Stock, Total Supply, Total Demand. |
Additional reports that you can access from the Consolidated – Scenario Comparison report are (in alphabetical order):
Bottom – Inventory Turns by Organization.
Bottom – Inventory Turns by Product Category.
Consolidated Analysis by Fiscal Period.
Consolidated Analysis – Unit Breakdown by Organization.
Inventory Value – Distribution by Organization.
Top – Inventory Turns by Organization.
Top – Inventory Turns by Product Category.
Top Inventory Value by Organization.
Top Inventory Value by Product Category.
Users can also access the Sales and Operations Planning application by clicking the Consolidated Plan Product Category link.
Supply summary report provides key supply metrics at-a-glance in units and in reporting currency and supports plan-over-plan comparison. Projected Demand Fill is the future fill rate coming from supply planning.
Access to gap closure analysis is available directly from various fields of this report, as shown in the table below:
| From the Field | Available Reports |
| Total Demand | Demand Utilization – Units Demand Utilization – Value |
| Total Supply | Supply Utilization – Units Supply Utilization – Value |
| Constrained Forecast Value | Bookings Performance – Units Bookings Performance – Value Shipment Performance – Units Shipment Performance – Value Backlog Analysis – Units Backlog Analysis – Value Sales Order Analysis – Units Sales Order Analysis – Value Current Shipment Plan |
For details about the available reports, see the chapter in this document Using the Supply Chain Analyst Dashboard.
Bottom Demand Fill % by Customer is a summary report that ranks the bottom fill rate by customer for the baseline scenario. This report highlights the customers that will have the biggest fulfillment issues based upon the current operating plan.
This summary report provides plan-over-plan comparison of Total Supply at the category level. Diff(erence) % relates the Comparison Total Supply with the Baseline Total Supply. You can access the Consolidated - Scenario Comparison Trend report by selecting a value in the Diff % column from this report.
Top Resource Utilization summary report that shows resource utilization ranked by resource (and the organization in which it resides) in order to understand which resources are most constrained for the baseline scenario.
Strategic Plans report provides contextual navigation from the selected comparison scenario(s) to the supply planning application used in the scenario(s). This assumes a supply planning application such as Strategic Network Optimization, Rapid Planning, or Advanced Supply Chain Planning is used in the scenario.
This section provides an overview of the Financial Review Page. You can access the following reports from the Financial Review page:
Financial Summary
Operating Plan and Financial Forecast Comparison
Top % Difference – Operating Plan and Budget by Category
Financial Analysis
Profit and Loss Monthly
Margin Difference by Category
Year over Year Financials
Financial Forecast and Budget Comparison
Top % Difference – Budget and Annual Plan by Organization
Top Revenue
Cost by Organization
Bottom Margin
Profitability KPI
Cost Breakdown KPI
The Financial Review page supports an integrated reconciliation of demand and supply plans in terms of revenue, cost, and gross margin. It also indicates how operational plans are performing relative to financial forecasts. Questions you can answer through these reports may include:
Are we on plan?
What are the changes when compared to the last fiscal quarter or month?
Has profitability changed? If so, how, why, and where has it changed?
Page Level filters at the top of the Financial Review page allow you to filter your results by various criteria. The page level filters for the Financial Review page are the same as those for the Demand Review page. Fore details, refer to the section about the Demand Review Page in this document.
The Financial Summary report provides summary information about:
Shipments Year Ago
Shipment History Value
Consensus Forecast Value
Constrained Forecast Value
Operating Plan - Value
Financial Forecast Value
Budget
Annual Plan Value
Inventory History - Value
Actual Backlog - Value (reporting currency
Total Excess (value)
Total Obsolescence (value)
All information is given in reporting currency.
Navigations are available from all report measures. For example, To view the Shipments Year Ago, you can filter to see the Top Abs Diff - Shipments versus Year Ago by Category Summary, Organization Summary, or Customer Summary, as well as Shipment History Trend.
To view Total Excess Value detail, select:
Excess Value by Category.
Excess Value by Organization.
To view Total Obsolescence Value detail, select:
Obsolescence Value by Category.
Obsolescence Value by Organization.
This report compares Operating Plan Value and Financial Forecast Value measures on a fiscal quarterly basis. It reports:
Operating Plan Value in reporting currency
Financial Forecast Value in reporting currency
The calculated difference between these measures.
The calculated difference between these measures as a percentage.
Navigations are available from this report to view information at greater detail by category or by organization.
The Top % Difference – Operating Plan and Budget by Category report provides a comparison between your operating plan and your budget. It reports:
Operating Plan value in reporting currency
Budget in reporting currency
The calculated difference between the operating plan and budget.
The calculated difference between the operating plan and budget as a percentage.
Navigations are available from this report to view category level information by organization. You can also navigate to a financial trend report using the category as a filter.
The Financial Analysis report is similar to the Budget Analysis report in the Executive review page. This trend report compares the operating plan with financial forecast measures.
The Financial Analysis report provides information in a chart or table format.
The chart view provides navigations, such as the following:
Top Abs Diff (Currency) – Operating Plan and Financial Forecast by Category
Top Abs % Diff (Currency) – Operating Plan and Financial Forecast by Category
Top Abs % Diff (Currency) – Operating Plan and Financial Forecast by Category
Top Abs Diff (Currency) – Operating Plan and Financial Forecast by Organization
Top Abs % Diff (Currency) – Operating Plan and Financial Forecast by Organization
Top Abs Diff (Currency) – Operating Plan and Financial Forecast by Customer
Top Abs % Diff (Currency) – Operating Plan and Financial Forecast by Customer
The table view provides the following navigations from the Financial Forecast Value:
Top Abs Diff (Currency) – Budget and Financial Forecast by Category
Top Abs % Diff (Currency) – Budget and Financial Forecast by Category
Top Abs Diff (Currency) – Budget and Financial Forecast by Organization
Top Abs % Diff (Currency) – Budget and Financial Forecast by Organization
The table view provides the following navigations from the Budget column:
Top Abs Diff (Currency) – Annual Plan and Budget by Category
Top Abs % Diff (Currency) – Annual Plan and Budget by Category
Top Abs Diff (Currency) – Annual Plan and Budget by Organization
Top Abs % Diff (Currency) – Annual Plan and Budget by Organization
The Profit & Loss report on the financial tab is similar to the Profit & Loss Statement in the Executive Review. The difference is that the financial tab Profit & Loss report highlights fiscal periods rather than fiscal quarters.
The Report can be viewed as a chart or a table. The chart view provides the following navigations:
The Report can be viewed as a chart or a table. The chart view
Top Revenue by Customer
Cost by Category
Margin by Category
Margin % by Category
Cost by Organization
Margin by Organization
Cost by Type
The Profit & Loss table view provides the following information:
Revenue column:
Revenue by Category
Revenue by Organization
Total Supply Chain Costs
Cost by Organization
Cost by Category
Cost by Type
Gross Margin Column
Margin by Organization
Margin by Category
The Margin Difference by Category report compares Gross Margin between scenarios at the product category level.
When you navigate from the Diff% column in this report to the Margin Scenario Comparison Trend report you see all the comparison scenarios for the selected category. The Diff % column in this report also provides you with navigation to the Revenue Scenario Comparison Trend report and displays all comparison scenarios for the selected category.
The Year-Over-Year Financial Report compares financial measures by fiscal year. That is, the “Trend” calculated measures identify the percent change between fiscal years. When you select the fiscal year in the column heading, the result is a hierarchical time drilldown on the selected year to reveal the percent change between fiscal quarters. The report displays fiscal years for both historical and forecast horizons. That is, it displays the preceding year, the current year, and the next year.
Navigations are available to the Year-Over-Year Financials by Organization and Year-Over-Year Financials by Category reports.
Note: The financial measure Operating Plan is associated with the baseline scenario therefore, the report title includes the baseline scenario name.
This report compares Financial Forecast and Budget by fiscal quarter. The information in this report includes:
Financial Forecast Value (in reporting currency)
Budget (in reporting currency)
Difference
Difference %
Navigations are available from the chart and the table columns Difference and Difference % to view information at greater detail by category or by organization.
The Top % Difference – Budget and Annual Plan by Organization report provides a comparison between your Budget and Annual Plan at the organization level. It reports:
Budget in reporting currency
Annual Plan Value in reporting currency
The calculated difference between the Annual Plan and Budget
The difference between the Annual Plan and Budget as a percentage
Navigations are available from this report to view organization level information detailed by product category. You can also navigate to a financial trend report using the organization as a filter.
This report contains revenue information. You can choose the dimension by which you want rank the report data. In the Dimension field at the top of your screen, choose one of:
(Customer) Zone
Customer
Category
Organization
The Top Revenue Report contains the following navigations:
Top Revenue by Category
Top Revenue by Organization
Top Revenue by Customer
Top Revenue by Customer Zone
Profit and Loss Statement by Fiscal Period
For example, if you want to pivot from Top Revenue dimensioned by Zone to customer rankings in a specific zone then you can use the Top Revenue by Customer navigation report. You can navigate further to discover category revenue rankings for a specific customer in that zone by selecting the Top Revenue by Category report.
The Cost by Organization report provides the allocation of total supply chain costs by organization. This report includes revenue and margin information by organization in the table view. There are navigations to cost by category and cost by type reports while passing organizational context.
This report ranks gross margin from worst to best. You can choose the dimension by which you want to rank the report data. In the Dimension field at the top of your screen, choose one of:
Category
Organization
(Customer) Zone
Customer
This report provides the following navigations:
Bottom Margin by Category
Bottom Margin by Organization
Bottom Margin by Customer
Bottom Margin by Customer Zone
Top Margin by Category
Top Margin by Organization
Top Margin by Customer
Top Margin by Customer Zone
Profit and Loss Statement by Fiscal Period
For example, if you want to pivot from the Bottom Margin report dimensioned by Zone to top customer rankings in a specific zone then you can use the Top Margin by Customer navigation report.
The Key Performance Indicators reports enable the sales and operations planning analyst to determine how the organization is performing. The analyst can compare relative performance between the baseline and comparison scenarios.
Both these reports are identical to those found in the Executive Review. For more information about either report, please refer to the Executive Review section of this document.
This section provides an overview of the Executive Review page and discusses:
Consolidated Analysis.
Profit and Loss Statement.
Constrained Forecast Comparison.
Budget Analysis.
Key Performance Indicators.
Executive Summary
Top Difference - Operating Plan and Financial Forecast by Category
Profitability KPI
Cost Breakdown KPI
Consensus Forecast Difference by Customer
Note: The Consensus Forecast Difference by Customer report is the same one that appears in the Demand Review tab. For more information on this report, refer to the Demand Review section of this document.
The Executive Review page maps to the final phase of the Sales and Operations Planning business process. It provides the Sales and Operations Planning analyst the information to answer these questions:
How are we performing financially to our plan?
Are we above our budget and if so, in which areas?
What are our performance metrics?
To access the Executive Review page:
Select the Sales and Operations Planning Analyst responsibility.
Select Sales and Operations Planning Dashboard.
Select the Executive Review tab.
Page-level filters are provided at the top of the Executive Review page. Page level filters are used to filter the results of the work areas.
This table lists the page-level filters for the Executive Review page:
| Filter | Description |
|---|---|
| Comparison Scenario | Select from a list of scenarios by which to compare to a baseline scenario. Multiple scenarios can be selected. This is a required field. |
| Baseline Scenario | Select from a list of scenarios to be used as the baseline. Only one scenario can be selected. This is a required field. |
| Category Description (Inv. Items) | Select from a list of item categories. Multiple categories can be selected. This is an optional field. |
| Fiscal Year | Select from a list of fiscal years. Multiple years can be selected. This is an optional field. |
The Consolidated Analysis report that appears on the Executive Review tab is the same as the Consolidated Analysis report that appears on the Supply Review tab.
The Profit and Loss Statement report enables the sales and operations planning analyst to determine the integrated financial performance of the organization. The analyst can compare relative performance between the baseline and comparison scenarios for which supply and demand is not the same.
In addition to the page-level filters at the top of the page, users can specify this filter for the report:
| Field | Description |
|---|---|
| View | Select the option that you want to view. Options include:
|
Additional reports that you can access from the Profit and Loss Statement report are (in alphabetical order):
Cost by Organization.
Cost by Type.
Margin by Organization.
Profit and Loss Statement by Fiscal Period.
Revenue by Organization.
Users can also access the Sales and Operations Planning application by clicking the Financial Summary Product Category Worksheet link.
The Constrained Forecast Comparison report is similar to the Forecast Comparison report on the Demand Review tab except that the former includes constrained forecasts.
See Forecast Comparison.
In addition to the page-level filters at the top of the page, users can specify this filter for the report:
| Field | Description |
|---|---|
| View | Select how you want to view the report. Options include:
|
Additional reports that you can access from the Constrained Forecast Comparison report are (in units and in alphabetical order):
Top Abs (absolute) Diff (difference) – Consensus and Constrained by Organization.
Top Abs % (percent) Diff – Consensus and Constrained by Organization.
Top Abs Diff – Consensus and Constrained by Product Category.
Top Abs % Diff – Consensus and Constrained by Product Category.
Additional reports that you can access from the Constrained Forecast Comparison report are (in currency and in alphabetical order):
Top Abs Diff (Currency) – Consensus and Budget by Organization.
Top Abs Diff (Currency) – Consensus and Budget by Production Category.
Top Abs Diff – Consensus and Constrained by Organization.
Top Abs Diff – Consensus and Constrained by Product Category.
Top Abs % (percent) Diff (Currency) – Consensus and Budget by Organization.
Top Abs % Diff (Currency) – Consensus and Budget by Production Category.
Top Abs % Diff – Consensus and Constrained by Organization.
Top Abs % Diff – Consensus and Constrained by Product Category.
Users can also access the Sales and Operations Planning application by clicking the Cumulative Plan Product Category Worksheet link.
The Financial Forecast Analysis report enables the sales and operations planning analyst to determine whether the organization will meet its budget by the end of the fiscal year.
In addition to the page-level filters at the top of the page, users can specify this filter for the report:
| Field | Description |
|---|---|
| View | Select how you want to view the report. Options include Chart and Table. The chart view plots the consensus forecast, operating plan, budget and financial forecast over fiscal periods. The table view provides the values that correspond to the Chart view and also cumulative values for operating plan and financial forecast. |
Additional reports that you can access from this report include (in alphabetical order):
Top Abs Diff (Currency) - Operating Plan and Financial Forecast by Customer
Top Abs Diff (Currency) - Operating Plan and Financial Forecast by Organization
Top Abs Diff (Currency) - Operating Plan and Financial Forecast by Customer
Top Abs % Diff (Currency) - Operating Plan and Financial Forecast by Category
Top Abs % Diff (Currency) - Operating Plan and Financial Forecast by Organization
Top Abs % Diff (Currency) - Operating Plan and Financial Forecast by Customer
The Key Performance Indicators reports enable the sales and operations planning analyst to determine how the organization is performing. The analyst can compare relative performance between the baseline and comparison scenarios.
Additional reports that you can access from the Key Performance Indicators reports are (in alphabetical order):
Bottom – 8 week Forecast Accuracy by Product Category.
Bottom – 8 week Forecast Accuracy by Organization.
Bottom – Perfect Order Index.
Bottom – Perfect Order Index by Organization.
Consolidated Analysis by Fiscal Period.
Inventory Turns by ABC Class.
Inventory Value – Distribution by Organization.
Perfect Order Index by Product Category.
Safety Value – Distribution by Organization.
Top – Days of Cover by Item.
Executive Summary is a summary report that provides key metrics at-a-glance for busy executives and supports plan-over-plan comparison.
Operating Plan measure is the sum of Shipment History and Constrained Forecast in reporting currency. This measure is used to compare operating performance relative to Budget. Projected Demand Fill is the future fill rate coming from supply planning.
Top Difference - Operating Plan and Financial Forecast by Category is a summary report that ranks the top difference between the Operating Plan and the Financial Forecast by Product Category for the baseline scenario. Operating Plan measure is the sum of Shipment History and Constrained Forecast in reporting currency. This measure is used to compare operating performance relative to updated financial target.
Consensus Forecast Difference by Customer is a summary report that provides plan-over-plan comparison of the Consensus Forecast at the customer level. Diff(erence) % relates the Comparison Scenario Consensus forecast with the Baseline Scenario Consensus forecast.
Profitability KPI provides plan-over-plan comparison of profitability measures such as Revenue, Cost, Margin, and Margin %.
Cost Breakdown KPI is a summary report that provides plan-over-plan comparison of cost type measures including Purchasing Cost, Transportation Cost, Carrying Cost and Manufacturing Cost. Total (Supply Chain) Cost is the sum of manufacturing, purchasing, transportation and carrying costs in reporting currency.
Primary reports are located on the main pages in the Sales and Operations Planning Analyst Dashboard: Demand Review, Supply Review, Financial Review and Executive Review.
Secondary reports are reports that you access from the primary reports. They often appear in the context of the primary report. That is, if the primary report is displaying the product category, then the secondary report displays product category.
This table lists secondary reports for the Sales and Operations Planning Analyst Dashboard in alphabetical order:
| Report Name | Measures or Facts | Dimension or View by |
|---|---|---|
Actual Backlog Distribution by:
|
Actual Back | Operating Unit Organization Product Category |
Bottom – 8 week Forecast Accuracy by:
|
Consensus forecast accuracy – MAPE – 8 week | Item Organization Product Category |
| Bottom Attained % by: Customer Item Organization Product Category |
Booking history, consensus forecast | Customer Item Organization Product Category |
| Bottom – Demand Fill % by: Customer Item Organization Product Category |
Consensus forecast, shipment history, constrained forecast | Customer Item Organization Product Category |
| Bottom - Inventory Turns by: Item Item – ABC class Organization Product Category |
Inventory Turns | Item Organization Product Category |
| Bottom – Perfect Order Index by: Item Organization Product Category |
Perfect order index | Item Organization Product Category |
| Bottom – Production to Plan by: Item Product Category |
Production history, production plan, production to plan | Item Product Category |
| Bottom – Shipments to Plan by: Item Organization Product Category |
Shipments to plan | Item Organization Product Category |
| Consolidated Analysis by Fiscal Period | Projected available balance (PAB) – units, safety stock, total supply, total demand, PAB – days of cover, inventory turns, PAB – value (reporting currency) | Baseline scenario |
| Consolidated Analysis – Unit Breakdown by Organization | PAB – units | Organization |
| Cost by Organization | Cost | Organization |
| Cost by Type | Cost | Product Category Organization |
| Demand Fill by Fiscal Period | Consensus forecast, shipment history, constrained forecast | Baseline scenario Comparison scenario |
| Demand Shortfall by: Organization – units Product Category – units |
Unmet demand – units (forecast) | Organization Product Category |
| Forecast Accuracy by Fiscal Period | Consensus Forecast accuracy - MAPE - 4 week, Consensus Forecast accuracy - MAPE - 8 week, Consensus Forecast accuracy - MAPE - 13 week |
Baseline scenario |
| Forecast Comparison | Consensus forecast, sales forecast, marketing forecast, consensus forecast – value (reporting currency), sales forecast – value (reporting currency), marketing forecast – value (reporting currency), budget (reporting currency), shipment history, shipment history – value (reporting currency) | Baseline scenario |
| Forecast Distribution by: Item Operating Unit Organization Product Category |
Consensus forecast, consensus forecast – value (reporting currency), consensus forecast - cumulative | Item Operating Unit Organization Product Category |
| Inventory Turns by ABC Class | Inventory Turns | Product Category |
| Inventory Value – Distribution by Organization | Projected available balance – value (reporting currency) | Organization |
| Item Supplier Capacity | Required supplier capacity, available supplier capacity (table only), net available cumulative capacity, supplier utilization percent | Supplier Supplier site Item |
| Margin by Organization | Margin | Organization |
| Perfect Order Index by Product Category | Perfect Order Inde | Product Category |
| Production Plan by Fiscal Period | Production history, production plan, production to plan | Baseline scenario Comparison scenario |
| Profit and Loss Statement by Fiscal Period | Revenue, cost, margin, margin percent | Period |
| Projected Backlog Distribution by: Operating Unit Organization Product Category |
Projected Backlog | Operating Unit Organization Product Category |
| Resource Utilization | Required capacity, available capacity, net available capacity, resource utilization percent | Resource and Organization |
| Revenue by Organization | Revenue | Organization |
| Safety Stock – Distribution by Organization | Safety Stock | Organization |
| Supplier Item Capacity | Required supplier capacity, available supplier capacity (table only), net available cumulative capacity, supplier utilization percent | Supplier Supplier site Item |
| Top Absolute Difference – Consensus and Constrained by: Customer Item Organization Product Category |
Absolute difference = consensus forecast – constrained forecast | Customer Item Organization Product Category |
| Top Absolute Difference – Consensus and Marketing by: Organization Product Category |
Absolute difference = consensus forecast – marketing forecast | Organization Product Category |
| Top Absolute Difference – Consensus and Sales by: Customer Item Organization Product Category |
Absolute difference = consensus forecast – sales forecast | Customer Item Organization Product Category |
| Top Absolute Difference (Currency) – Consensus and Budget by: Customer Item Organization Production Category |
Absolute difference = Consensus forecast – value (reporting currency) – budget (reporting currency) | Customer Item Organization Production Category |
| Top Absolute Difference (Currency) – Consensus and Constrained by: Customer Item Organization Production Category |
Absolute difference = consensus forecast – value (reporting currency) – constrained forecast – value (reporting currency) | Customer Item Organization Production Category |
| Top Absolute Difference (Currency) – Consensus and Marketing by: Organization Product Category |
Absolute difference = consensus forecast – value (reporting currency) – Marketing forecast - value (reporting currency) | Organization Product Category |
| Top Absolute Difference (Currency) – Consensus and Sales by: Organization Product Category |
Absolute difference = consensus forecast – value (reporting currency) – sales forecast – value (reporting currency) | Organization Product Category |
| Top Absolute % (percent) Difference – Consensus and Constrained by: Customer Item Organization Product Category |
Absolute percent difference = (consensus forecast – constrained forecast) / consensus forecast x 100 | Customer Item Organization Product Category |
| Top Absolute % Difference – Consensus and Marketing by: Organization Product Category |
Absolute percent difference = (consensus forecast – marketing forecast) / consensus forecast x 100 | Organization Product Category |
| Top Absolute % Difference – Consensus and Sales by: Customer Item Organization Product Category |
Absolute percent difference = (consensus forecast – sales forecast) / consensus forecast x 100 | Customer Item Organization Product Category |
| Top Absolute % Difference (Currency) – Consensus and Budget by: Organization Product Category |
Absolute percent difference = (consensus forecast – value (reporting currency) – budget (reporting currency)) / consensus forecast – value (reporting currency) x 100 | Organization Product Category |
| Top Absolute % Difference (Currency) – Consensus and Constrained by: Customer Item Organization Product Category |
Absolute percent difference = consensus forecast – value (reporting currency) – constrained forecast – value (reporting currency)) / consensus forecast – value (reporting currency) x 100 | Customer Item Organization Product Category |
| Top Absolute % Difference (Currency) – Consensus and Marketing by: Organization Product Category |
Absolute percent difference = (consensus forecast – value (reporting currency) – marketing forecast - value (reporting currency)) / consensus forecast – value (reporting currency) x 100 | Organization Product Category |
| Top Absolute % Difference (Currency) – Consensus and Sales by: Organization Product Category |
Absolute percent difference = (consensus forecast – value (reporting currency) – sales forecast - value (reporting currency)) / consensus forecast – value (reporting currency) x 100 | Organization Product Category |
| Top Absolute % Difference (Currency) – Constrained and Budget by: Customer Item Organization Product Category |
Absolute percent difference = (constrained forecast – value (reporting currency) – budget (reporting currency)) / constrained forecast – value (reporting currency) x 100 | Customer Item Organization Product Category |
| Top Actual Backlog by: Customer Item Organization Product Category |
Actual Backlog | Customer Item Organization Product Category |
| Top Attained % by: Customer Item Organization |
Booking history, consensus forecast | Customer Item Organization |
| Top Budget Shortfall by Product Category | Constrained forecast cumulative value, budget cumulative value | Product Category |
| Top – Days of Cover by Item | PAB – days of cover | Item |
| Top Demand Fill % by: Customer Item Organization Product Category |
Consensus forecast, shipment history, constrained forecast | Customer Item Organization Product Category |
| Top Demand Shortfall by item | Unmet demand – units (forecast) | Item |
| Top – Inventory Turns by: Item Organization Product Category |
Inventory Turns | Item Organization Product Category |
| Top Inventory Value by: Item Organization Product Category |
Projected available balance (PAB) – value (reporting currency) | Item Organization Product Category |
| Top - Production to Plan by: Item Product Category |
Production history, production plan, production to plan | Item Product Category |
| Top Projected Backlog by: Customer Item Organization Product Category |
Projected Backlog | Customer Item Organization Product Category |
| Top – Resource Utilization | Required capacity, available capacity, net available capacity, resource utilization percent | Baseline scenario Resource Organization |
| Top – Resource Utilization by Organization | Required capacity, available capacity, net available capacity, resource utilization percent | Organization |
| Top Safety Stock by Item | Safety Stock | Item |
| Total Resource Utilization by Organization | Required capacity (table only), available capacity (table only), net available capacity, resource utilization percent | Organization |
| Top Unit Volume by: Customer Item Organization Product Category |
Consensus forecast, consensus forecast – value (reporting currency), consensus forecast - cumulative | Customer Item Organization Product Category |
When you are logged on, the two seeded dashboards, the Supply Chain Analyst dashboard and the Sales & Operations Planning Analyst dashboard, display an alert in the top right of the page whenever overdue open activities exist. This is based on a seeded iBot that is tied to a report called My Open Activities. When you click the alert icon, the My Open Activities table displays a complete list of all open activities for which you are the primary or secondary owner.
When you click an activity name in the My Open Activities table, the activities table in the Scenario management user interface opens and displays all the details of the activity. In this location, you can update the status, owner, and other details of the activity.
See Working with Activities in Chapter 2 for an understanding of planning activities.