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Forecast Confidence Score in New Assortment Plan

What the Forecast Confidence Score is, how to read the popup metrics, and how to pick the right forecast method

Forecast Confidence Score tells you how much you can trust each forecast method — Statistical or ML — for a given choice. The score comes from a weekly test that compares each forecast against what actually sold. Use it to pick the method that fits your choice best, and to spot choices where the forecast is shaky before you plan around it.

Use Cases

  • You want to know how reliable the forecast is before you build receipts or set buys.

  • You want to compare Statistical and ML side by side for a specific choice.

  • You want to let Toolio pick the better method automatically for each cluster.

  • You want to scan your line plan for low-confidence choices that may need a closer look.

How the Score Is Calculated

Every week, Toolio re-runs both the Statistical and the ML forecast for every eligible choice — but instead of forecasting the future, it forecasts the recent past and checks how close each method came to actual sales. That comparison produces the scores you see in the popup.

The score compares the shape of the sales curve — peaks, dips, seasonality, trend — not the absolute unit numbers. For example, a forecast that nailed the holiday spike and the January dip scores well, even if the total unit numbers are a bit higher or lower than what actually sold.

This is the first version of the score. It will be refined in upcoming releases, so treat it as a strong directional input rather than an exact reading.

The Metrics in the Popup

When you open the Forecast Confidence Metrics popup you see three metrics per side (Statistical and ML), plus an Overall Confidence Score at the top.

Overall Confidence Score

The headline number for the whole choice. It rolls up the per-cluster scores, weighted by recent sales, using the method that will actually run for each cluster.

The label tells you at a glance:

Label

Range

Color

HIGH

70% or higher

green

MEDIUM

40% to 69%

orange

LOW

below 40%

red

A HIGH score means the forecast tracked actual sales well in recent weeks. A LOW score is a heads-up to look at the choice more closely before relying on the forecast.

Confidence Score (per cluster, per side)

How much to trust that side's forecast for that cluster. It is a summary of the two metrics below — Model Accuracy and Data Quality — so a strong Confidence Score means both the model fit the sales pattern well and the underlying sales data was clean enough to learn from. Weakness on either side pulls the score down.

Model Accuracy

How well the forecast picked up changes in demand — the rises, drops, and trend shifts over time. This evaluates the model itself, assuming the underlying data is fine.

Data Quality

How clean and stable the actual sales data was during the test. When weekly sales swing wildly or jump around unpredictably, no model can fit them perfectly. A low Data Quality is a signal that the data, not the model, is the limit — even the best forecast cannot do much better with that history.

How to View the Score

  1. Open New Assortment Plan.

  2. Find the Forecast Confidence Score column on the choice row.

  3. Double-click the cell to open the Forecast Confidence Metrics popup.

  4. Review the per-cluster Statistical and ML scores, the Overall Confidence Score at the top, and the Forecast Type selection per cluster.

The shaded columns inside the popup mark the side that will actually run for each cluster — Statistical or ML. Those are the numbers that roll up into the Overall Confidence Score.

Picking a Forecast Method

Each cluster of a choice has a Forecast Type setting in the popup. It tells Toolio which method to use next time you run Forecast for that choice. Changing it does not trigger a forecast on its own — it just records your preference for the next run.

When a new choice offering is created, Forecast Type is set to Organization Default. If your organization has not chosen a default, that means Statistical Forecast.

You have four options:

Option

Pick this when…

Statistical Forecast

You want the Statistical method, no matter what the scores say.

ML Forecast

You want the ML method. If the cluster does not have enough sales history for ML, Toolio uses Statistical for that cluster so the forecast still runs.

Best Confidence

You want Toolio to pick whichever method scored higher in the last weekly test, cluster by cluster.

Organization Default

You want this choice to follow your organization's default — whatever that is set to.

Statistical Forecast and ML Forecast are direct picks — Toolio honors them. Best Confidence and Organization Default let Toolio decide based on the scores or your organization's setting.

The popup re-shades the columns as soon as you save your change, so you can see right away which side will run for each cluster.

How to Change the Forecast Method

  1. Open the Forecast Confidence Metrics popup for the choice.

  2. Click the Forecast Type cell for the cluster you want to change.

  3. Pick Statistical Forecast, ML Forecast, Best Confidence, or Organization Default.

  4. Click Save.

The Overall Confidence Score, the shaded columns, and the Forecast Confidence Score value on the main grid all update right away to reflect your new selection.

When ML Is Not Available

ML needs enough recent sales history at the channel to produce a reliable forecast. When a cluster does not have that history, the ML side of the popup is blank for that cluster — there is no score to show.

You can still pick ML Forecast for that cluster, but Toolio will quietly run Statistical instead so you still get a forecast. The blank cells in the popup tell you which clusters this applies to.

Gross Sales Lift Units (Statistical Forecast only)

Gross Sales Lift Units shows the extra units a promotion is expected to drive — the difference between the promoted forecast and the underlying demand without the promo.

This metric is only meaningful for choices running the Statistical Forecast. The Statistical method produces a clean pre-promo baseline and then layers the promo lift on top, so the two are stored separately and the lift can be measured.

The ML Forecast works differently: it produces a single forecast that already has any promo effect built in. Because ML never separates "demand with promo" from "demand without promo," there is no lift to break out — so Gross Sales Lift Units shows 0 for ML choices. This is not the lift being hidden; for ML there simply is no separate lift figure to report.

If you plan around Gross Sales Lift Units, rely on it only for choices set to Statistical Forecast. For ML choices, treat the figure as not applicable rather than as "zero lift."

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FAQs

Why is the ML side blank for some clusters?

That cluster does not have enough recent sales history at the channel for ML. Toolio leaves the ML cells blank until the cluster has enough history. Selecting ML Forecast on that cluster will use Statistical until ML becomes available.

Why is Gross Sales Lift Units 0 for some choices?

Those choices are running the ML Forecast. ML produces one combined forecast with the promo effect already included, so there's no separate baseline to measure the lift against. Gross Sales Lift Units is only available for choices using the Statistical Forecast.

What do HIGH, MEDIUM, and LOW mean?

HIGH is 70% or higher, MEDIUM is 40% to 69%, LOW is below 40%. They are quick visual cues — a green HIGH means the forecast tracked sales well recently; a red LOW is a flag to take a closer look.

How often does the score update?

The scores refresh once a week, when Toolio runs the weekly test against recent sales. The popup always shows the most recent week's result.

What is the difference between Best Confidence and Organization Default?

Best Confidence decides per cluster — for each cluster, it picks whichever side scored higher in the last weekly test. Organization Default follows your organization's preference, which can itself be Statistical, ML, or Best Confidence. Pick Best Confidence when you want each cluster optimized independently; pick Organization Default when you want a consistent rule across choices you have not explicitly set.

I changed the Forecast Type. When does it take effect?

The new method runs the next time you trigger Forecast for that choice — changing Forecast Type records your preference, it does not start a forecast on its own.

A few things do update right away once you save: the Overall Confidence Score banner, the shaded columns in the popup, and the Forecast Confidence Score on the main grid all recalculate from the existing per-side scores to reflect your new selection.

The per-side metric values themselves — the Confidence Score, Model Accuracy, and Data Quality numbers under the Statistical Forecast and ML Forecast columns — do not change. They come from the last weekly test and refresh on Toolio's weekly cycle, regardless of which method you pick.

The grid column and the popup show different numbers — why?

They should match. Both show the same number: an average of each cluster's score on the side that will run, weighted by recent sales. If they look different, refresh the page; the grid value updates automatically when you save in the popup.

Can Toolio pick the best method for me?

Yes. Set Forecast Type to Best Confidence for the choice and Toolio picks the higher-scoring side for each cluster automatically. If you want this across all choices by default, ask your administrator to set Best Confidence as the organization default.

Current Limitations

  • A cluster needs enough sales history at the channel before it gets an ML score. New choices may have no ML score yet.

  • Scores refresh once a week, so very recent changes in sales behavior may not be reflected until the next cycle.

  • Changing Forecast Type only updates the preference. The forecast itself runs only when you trigger Forecast.

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