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Assortment Plan Settings

Setting target plan type and target plan scenario in AP

Updated over 2 weeks ago

Target Plan Type and Target Plan Scenario

Assortment Plan Settings let you choose which Multi Plan and Scenario your Assortment Plan should compare against. This makes it easy to reconcile and validate your bottom-up plan versus top-down plans using the target plan you'd like to use most.

By default it is set to your first plan configured in your Multi Plan and the default scenario which is likely the Master Scenario. Then,

  1. Go to: Settings → Assortment Plan → Assortment Plan Settings

  2. Use the dropdowns to select:

    1. Target Plan Type

    2. Target Plan Scenario

  3. Your selections are saved automatically and applied system-wide. After you set your Target Plan Type and Scenario, the following areas will use them automatically:

    • AP Reporting – Reconcile
      Reconciliation compares your Assortment Plan against your selected target plan.

    • AP Summary View – Plan Metrics
      Plan metrics in the summary view reference the target plan/scenario you selected.

    • AP Rollup – Plan Metrics
      Rollup metrics align to the same target plan baseline for consistent reporting.

    • AP Rationalization – Hindsight Metrics
      Hindsight metrics are calculated relative to your chosen target plan and scenario.

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