Redwood: Analyze Sales and Operations Planning Plans Using a Configurable Redwood Page

Welcome to the demo of the Update 25B, analyze sales and operations planning plans using a configurable Redwood page, and supply chain planning sales and operations planning. With this feature, you can use the Redwood user experience to access, analyze, simulate, and compare sales and operations planning plans. A page layout is provided with a default set of tables and graphs related to your sales and operations plans.

You can use this default layout as an example to tailor your page layouts for specific types of analysis, such as adjusting demand forecasts or managing supply exceptions. The Redwood user experience results in enhanced planner productivity and makes plan analysis easier.

This demo shows you how the Redwood user experience allows you to analyze, simulate, and compare sales and operations planning plans to enhance your business. The financial forecast value comparison graph initially appears to show close alignment between operating plan value and the financial target by quarter.

However, when we look at the top financial gap by product category in the top middle graph, there's an obvious gap for the SlimlineAir Tablets category. We can drill with the selected context of this category to analyze the gap by quarter.

The filtered financial forecast value comparison graph now shows a Q2 gap more clearly. We scroll down to compare the sales and consensus forecasts in the bottom middle graph of the default layout. We can drill with the selected context of the SlimlineAir Tablets category to a detailed pivot table to compare the sales and consensus forecasts by month.

The sales team has introduced incentives to achieve their Q2 demand forecasts. Based upon this insight, the operations team reaches consensus with sales, in the demand review stage of the sales and operations planning process. Both teams agree to adjust the consensus forecast for this time period to address the financial gap.

We duplicate the current base plan to create a scenario plan. We will simulate the demand increase in the new plan, which will allow us to compare plans. The scenario plan is now available in the supply chain planning work area plan selector. We switch from the original plan to the scenario plan. In the scenario plan, the sales forecast from March to June 2030 is used to adjust the consensus forecast.

We copy data from the source sales forecast measure, and paste these values in the adjusted consensus forecast measure. We save the measure adjustments by using the plan level save action. The adjusted consensus forecast is now aligned with the sales forecast for the SlimlineAir Tablets category from March to June 2030. There's no difference between the two forecasts for the adjusted time range.

If we plan to run multiple simulations in the scenario plan, we load the plan into memory. A message lets us know when the plan is loaded. We've run the scenario plan with the adjusted demand forecast. For a simulation run, we set data refresh options to "Do not refresh with current data." The scope is set to plan supply using the increased demand. Since the plan was loaded, we changed supply plan run options from batch to interactive and then run.

A message confirms the run process, and the plan status is displayed at the top of the page. We can view status details to display the process steps. The interactive plan run has fewer process steps to complete. The plan status displays completed upon completion of the simulation run.

Let's compare the scenario plan and the source plan in the table. We search and select the comparison plan. The scenario plan displays the adjusted consensus forecast as compared to the source plan in the table row, as shown in the scenario column. We close the page tab to analyze the default layout.

The scenario plan on the left is compared to the source plan on the right. By displaying the layout graph for both plans in the same row. Plan level filters are available to filter by level members. We filter by the SlimlineAir Tablets product category. The graphs in the default layout update quickly to simplify plan analysis by comparing only for the SlimlineAir Tablets category. The operating plan values for Q1 and Q2 in the scenario plan on the left are now better aligned with the target financial forecast and the financial forecast value comparison graph.

The source plan on the right still displays the financial gap for those quarters. Scrolling down, the financial gap in the scenario plan on the left has almost been eliminated for the SlimlineAir Tablets category. We can use the page level close action to exit plan comparison mode. The default layout displays graphs only for this scenario plan again. When we are done running simulations in the scenario plan, we close the plan to unload it from memory.

This is how sales and operations planners can use the Redwood user experience to enhance productivity and simplify plan analysis. This concludes this presentation. Thank you for listening.