All workflows
Forecast Workflow
ForecastingMo Checks the Plan So You Don’t Have To
Mo checks sales against your forecast every week, by channel and SKU, paces the month to the days elapsed, and tells you where the plan is slipping and which SKUs are driving it, before the month is gone.
- Cadence
- Mondays, 8am
- You get
- Email + Excel
- Hand off
- Tell Mo: “Set up the Forecasting workflow”
How Mo runs Forecasting
ScheduleMondays, 8am
ReadPull sales by channel and SKU
Pulls revenue and units by channel and SKU, day by day, from the start of the year to yesterday.
ReadRead your plan
Reads your default plan’s monthly projections for the same channels and SKUs.
Work outPace and score the month
Paces this month’s forecast to the days elapsed, then scores month-to-date and year-to-date by channel.
EmailFlag the outliers and send
Lists the ten SKUs furthest over and under forecast, writes three or four takeaways, and emails it with the full Excel.
