New OOTB Views specifically related to retrend have been added along with supporting metrics to enable in-season, exception-based reforecasting directly in line planning.
Retrending leverages recent sales performance (typically ~8 weeks of “good week” data), removes outliers, and adjusts forecasts using ML (Triple Exponential Smoothing) — while preserving the sales curve shape and seasonality.
How the views work together
These two views are designed to be used in tandem:
Top: Retrend Line List View
Provides a high-level summary of retrend impact
Shows total lifecycle changes (launch → end date)
Enables quick identification of exceptions (e.g., large ±% changes)
Bottom: Sales Curve / Retrend View
Available in the lower metrics panel
Provides a weekly diagnostic view of ACT performance vs. original plan
Grouped by cluster, reflecting how retrend is calculated
Top = what changed
Bottom = why it changed
New metrics introduced
To improve transparency into retrend behavior:
Retrend Adjustment Rate
(Gross Sales Units System – Original Forecast Units) / Original Forecast Units
Shows how much the system is planning up or down vs. the original plan
Gross Sales ACT vs. Original Plan
Core driver of retrend
Evaluated week-by-week (not aggregated) to determine adjustments
These align with how Toolio retrending works — analyzing weekly performance, smoothing results, and updating forward forecasts.
Key controls
Lock Forecast: When locked, retrend results are written to the system scenario only — your plan (including any manual adjustments) is not overwritten. Use the cycle: unlock → save → rerun → relock to deliberately adopt retrend.
Disable Retrend: Turns off retrend for specific choices (e.g., sell-down, low inventory, unstable demand). Note: this is set at the Choice level and affects all offerings within that choice. Pricing, return profiles, and promo causals still recalculate — only the trend rebasing is skipped.
Retrend runs automatically with each forecast refresh, but only updates when there are enough valid ("good") weeks of data. Prior to using these views, a best practice is to ensure the forecast has been run this week.
Recommended workflow
Sort by Gross Sales Plan and/or Retrend Adjustment Rate
Review Retrend Adjustment Rate
Drill into the bottom view to understand weekly drivers
Take action:
Partially accept via → disable → adj ROS→ lock→ enable
Update inputs (e.g., sales curve) if the root cause is planning inputs
Accept retrend (if locked) → unlock → save → rerun → relock
Disable retrend if not applicable
Best practices
Refresh forecasts weekly to keep retrend current
Validate whether changes are driven by:
True demand shifts → adopt retrend
Input issues (curve, ROS) → adjust inputs instead
Updating forecast inputs will recalculate both the original forecast and retrend.
Summary
This setup provides a single workflow to monitor, understand, and act on retrend, combining:
OOTB visibility (Toolio Retrend Line List view)
Clear drivers (new metrics)
Diagnostic depth (Sales Curve / Retrend View)
Enabling faster, more confident in-season plan adjustments.