All workflows
Forecast Workflow
Monthly ReplanMo Builds Next Month’s Plan Before You Ask
On the first of the month Mo builds a new forecast from the latest actuals, applies your rules for launches, promos and phase-outs, builds the supply plan on top of it, and sends you what moved against last month’s plan. Your month starts with the plan done.
- Cadence
- Monthly on the 1st, 6am
- You get
- Email + Excel
- Mo does
- Builds a new plan
- Hand off
- Describe the job to Mo in plain words
How Mo runs Monthly Replan
ScheduleMonthly on the 1st, 6am
ActBuild a new forecast
Builds a new forecast plan from sales through yesterday.
Work outApply your rules
Mo reads your guidelines, like launch curves, planned promos and SKUs being phased out, and edits the new plan to match.
ActBuild the supply plan
Builds a supply plan on the new forecast, with planned orders from your lead times and order minimums.
Work outCompare to last month
Lines up the new plan against last month’s by channel and SKU and pulls out the biggest moves.
EmailSend the new plan
Emails the headline changes and the orders it plans, with both plans side by side in Excel.
