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Forecast Confidence Score in New Assortment Plan

What the Forecast Confidence Score and its HIGH, MEDIUM and LOW badge mean, where each score comes from, and how to pick the right forecast method

Forecast Confidence Score tells you how much you can trust each forecast engine — Statistical Forecast or AI Forecast — for a given choice. It is a test on past sales: did the forecast put the units at the right time?

The score is calculated for each individual choice, on its own sales. When a choice's own sales are too thin for a reliable score, Toolio falls back to the score of similar choices, and then to the partition level: the sales curve built for the choice's partition (for the AI Forecast, the product group of the channel). The popup marks which one you are looking at. Use the score to pick the engine that fits each choice best, and to spot choices where the forecast is shaky before you plan around it.

Note: AI Forecast (shown as ML Forecast in older versions of Toolio) is the same AI model that powers Forecast with AI. To use AI Forecast or see AI scores in the popup, Forecast with AI must be enabled for your tenant — see Forecast With AI in New Assortment Plan.

Use Cases

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

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

  • You want to let Toolio pick the better engine 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

Toolio scores each forecast engine on its own. Both scores answer the same question — did the forecast put the units at the right time? — but each engine is checked against different data, and that one fact explains most of what you see in the popup.

Check

Statistical Forecast

AI Forecast

What is compared

The choice's real sales against the last-year sales curve the Statistical Forecast uses

The choice's real sales against what the AI model forecast for it

Level

Choice × cluster — each cluster has its own score

Choice × channel — the sales of all the clusters in a channel are added together, so every cluster of the channel shows the same AI score

Which weeks

The sales curve's weeks that have already been sold and that the last-year curve has data for

Test weeks: Toolio hides the most recent weeks (52 for core items, 26 for short-lifecycle items), forecasts them as if it did not know them, then compares

The Score Compares 4-Week Blocks

Toolio does not compare single weeks. It adds the weeks checked together in blocks of 4, counting back from the most recent week, and compares the forecast with real sales block by block. Weeks left over at the start that do not fill a block are left out.

Weekly sales jump around by chance, especially for slow sellers (0, 2, 0, 1…), and no forecast can predict that. Blocks of 4 weeks smooth much of it out, so the score shows whether the forecast got the timing right rather than how noisy single weeks are. Both engines use the same blocks, so their scores can be compared.

Your organization can be set to compare single weeks instead — ask your Toolio team. The same forecast then scores lower.

The Score Checks Timing, Not Volume

Before comparing, Toolio turns both sides into shares of their total — this block had 10% of the units, the next 25%, and so on. A forecast with the right pattern over time but twice the units still scores well. A forecast with the right total but the units in the wrong weeks scores badly.

The score is a test on past sales, not a promise about future weeks.

Why Statistical and AI Scores Differ

Because the two engines are checked on different data, their Confidence Score, Model Accuracy and Data Quality are expected to differ, even for the same choice and cluster:

  • The AI side adds up the whole channel, so it usually sees more units — and gets a higher Data Quality — than the Statistical side sees in a single cluster.

  • The two sides check different weeks: the sales curve's weeks for Statistical, the test weeks for AI.

Compare the two sides to choose an engine, but do not expect their Model Accuracy or Data Quality to match. For a channel with a single cluster, such as Ecommerce, both engines see the same sales, so their Data Quality is usually close.

What a Score Means

Imagine a choice sold 100 units over 16 weeks checked — four 4-week blocks — and the forecast spreads its own 100 units across the same weeks. Block by block, Toolio counts how many of the forecast's units match units that really sold in that block.

Block

Really sold

Forecast

Units in the right block

1

40

20

20

2

10

30

10

3

30

25

25

4

20

25

20

Total

100

100

75

75 of the 100 units are in the right block. The score is 60%, not 75%, because each misplaced unit counts twice: 25 units the forecast put in the wrong block, and 25 real units it missed. So the score is 75 ÷ (75 + 25 + 25) = 60%.

Slow Sellers Have a Ceiling

4-week blocks smooth out much of the chance in weekly sales, but not all of it. With few sales, even the blocks jump around (2, 0, 3, 1…), and no forecast can predict that. So even a perfect forecast needs a minimum level of sales to reach a given score:

Confidence Score

Of every 100 units, in the right blocks

Weekly sales a perfect forecast needs to reach it

90%

about 95

about 13 units a week

80%

about 89

about 3 units a week

70%

about 82

about 1.2 units a week

60%

75

about 0.6 units a week

50%

about 67

about 0.4 units a week

40%

about 57

about 0.2 units a week

30%

about 46

about 0.15 units a week

A choice that sells about 1 unit every 4 weeks can reach a little under 50% even with a perfect forecast, but not 60%. So a MEDIUM on a slow seller often means "too few sales to do better", not "bad forecast". The popup's Data Quality shows this ceiling for each choice.

The weekly sales are those of the choice in one cluster for the Statistical Forecast, and in the whole channel for the AI Forecast, when about a year of weeks is checked. If your organization compares single weeks instead of 4-week blocks, the same score needs about 4 times the weekly sales: about 2.6 units a week for 60% and about 5 for 70%.

Where a Score Comes From

Toolio first scores each choice on its own sales. Only when that score would not be reliable does it fall back, first to similar choices and then to the partition level (for the AI Forecast, the product group of the channel). Every score is the best one available, tried in this order — the closer it is to the choice, the more it says about this choice.

Order

Source

Icon

Statistical Forecast

AI Forecast

1

The choice's own score

none

In that cluster, the choice shares at least 13 weeks with the last-year curve and sold something in at least 10 of them

In that channel, the choice sold something in at least 10 of its test weeks

2

From similar choices

people icon

The middle score of at least 5 scored choices on the same sales curve (or, if too few, the same curve generator)

The middle score of at least 5 scored choices in the same product group of the channel; if too few, the next level up the product hierarchy, up to the whole channel

3

From a wider group

hierarchy icon

The partition level: the sales curve of the choice's partition, checked against its last-year version

Only when no choice in the whole channel has its own score: 5 to 50 tested choices in the same product group of the channel, scored together. Rare

These rules count weeks with sales, not units: a week counts whether the choice sold 1 unit or 50. The number of units decides the Data Quality, not whether the choice gets its own score. So a choice can have its own score and still a low Data Quality.

Scores From Similar Choices

Toolio does not average the similar choices. It lines up the similar choices that have their own score, sorted by Confidence Score, and takes the one in the middle. The Confidence Score, Model Accuracy and Data Quality are all copied from that one choice, so the three numbers on a row belong together.

A score from similar choices is usually close to what the choice itself would get. The choice switches to its own score once it has enough weeks with sales.

Scores From a Wider Group

On the Statistical side, a wider-group score is the partition level. Toolio builds a sales curve for each partition (see Curve Partitioning), and the score is that partition's curve checked against its last-year version. On the AI side, it is a sample of 5 to 50 tested choices in the product group of the channel, scored together.

A wider-group score can be far from what the choice itself would get. Read it as "how good is this partition's sales curve" or "how good is the AI on this product group", not "how good is the forecast for this choice" — even when it reads HIGH.

When a score is borrowed — from similar choices or a wider group — the Model Accuracy and Data Quality next to it are borrowed too. They describe the similar choice or the partition, not this choice.

The Forecast Confidence Score Column

The Forecast Model Confidence Score column in New Assortment Plan shows a badge for the score of the forecast the choice is using (its Forecast Type). Hover over the badge to see the exact score, for example 76%.

The Forecast Model Confidence Score column showing HIGH and MEDIUM badges

Badge

Default range

What it means

What to do

HIGH (green)

60% and up

75 or more of every 100 units forecast in the right 4-week blocks

Trust the forecast, after checking in the popup that it is not a wider-group score

MEDIUM (yellow)

30% to 59%

About 46 to 75 of every 100 units in the right blocks

Usable; check it for important choices

LOW (red)

Below 30%

Fewer than about 46 of every 100 units in the right blocks, or too few sales to forecast the timing

Review the forecast before relying on it

Empty

—

No score for the forecast this choice uses

Double-click: the popup may still show the other engine's score

The badge does not show whether a score is borrowed. Open the popup to see where it comes from.

Choosing the Bands

The bands are the lines that turn a score into LOW, MEDIUM or HIGH. Your organization can use different bands from the defaults — ask your Toolio team to change them. Pick them by how close a match you want HIGH to mean, and whether your typical choice sells enough for a perfect forecast to reach that line:

Bands (Medium from / High from)

Suits

30 / 60 (default)

Most organizations, including those with many slow sellers such as jewelry. A perfect forecast reaches HIGH from about 0.6 units a week

40 / 70

You want HIGH to mean a closer match: about 82 of every 100 units in the right blocks instead of 75. Choices need about 1.2 units a week for a perfect forecast to reach it

50 / 80

High-volume choices selling about 3 units a week or more, where 70% is easy to reach

Changing the bands only changes the label in the grid and the popup. The score, the forecast and Best Confidence's choice of engine stay the same.

The Forecast Confidence Metrics Popup

  1. Open New Assortment Plan.

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

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

The popup has one row per cluster and two sides, Statistical Forecast and AI Forecast. The side each cluster is using is shaded and in bold. The Total row shows, for each column, the average over the clusters that have a value, weighted by the units they sold. At the bottom, a legend lists the icons shown in the popup, and Learn More opens this article.

Hover over the ? next to each column header to see what that column means for that engine: what is compared, which weeks count, and when Model Accuracy is hidden.

The Forecast Confidence Metrics popup with one row per cluster and the Statistical Forecast side shaded

Overall Confidence Score

The headline score for the whole choice, for example MEDIUM (47%). It averages each cluster's score for the engine that cluster uses, weighted by the units the cluster sold, so a cluster that sells more counts more. Clusters with no score for their engine are left out.

The Overall Confidence Score at the top of the popup

Confidence Score

How closely the forecast followed real sales, block by block. This is the number behind the badge.

Data Quality

The best score a perfect forecast could have reached, given how many units were sold in the weeks checked. A low Data Quality means there were too few sales to forecast their timing — the data, not the model, is the limit.

Model Accuracy

How much of that best possible score the model reached: Confidence Score ÷ Data Quality. 90% or more means the model did about as well as the data allows. It is shown only when Data Quality is 50% or more; below that, the cell reads Too few sales to judge the model.

Icons and Messages in the Popup

Icons Next to a Score

The popup legend: From similar choices, From a wider group, AI forecast less reliable and Best Confidence now picks another forecast

A score has at most two icons. Hover over a score to read what its icons mean. Grey icons tell you where the number comes from; amber icons ask you to take care.

Icon

What it means

What to do

No icon

The choice's own score

Read it as this choice's result

From similar choices (grey)

The choice has too few weeks with sales for its own score, so the score comes from similar choices, together with their Model Accuracy and Data Quality

Read it as "how well forecasts like this one do". It becomes the choice's own score once it has enough sales

From a wider group (grey)

Statistical: too few scored choices on the sales curve, so the score is the partition level — the partition's sales curve checked against its last-year version. AI: no choice in the channel has its own score, so a sample of the product group of the channel is scored together

Use it with care: it describes the partition or the product group, not this choice

AI forecast less reliable (amber)

AI side only, always with From similar choices. The choice has under 52 weeks of sales history, less than the AI model learns from, so the AI forecast is probably worse than the number suggests

Compare with the Statistical side before relying on the AI forecast

Best Confidence now picks another forecast (amber)

Shown on the Forecast Type of a cluster, not on a score. See the banners below

Re-forecast the choice

From similar choices on the Statistical side, with its tooltip:

A Statistical score from similar choices, with its tooltip

From a wider group on the Statistical side, where the score is the partition level:

A Statistical score from a wider group, with its tooltip

AI forecast less reliable next to From similar choices on the AI side, for a choice with a short sales history:

An AI score marked AI forecast less reliable, with its tooltip

Messages in the Cells

In this example, the AI side reads No AI forecast for this choice for Ecommerce, and Model Accuracy reads Too few sales to judge the model where Data Quality is under 50%:

Cell messages in the popup: No AI forecast for this choice and Too few sales to judge the model

Message

Where

What it means

Too few sales to judge the model

Model Accuracy

Data Quality is below 50%, so Model Accuracy would not mean anything. The Confidence Score is still shown

Not scored

Statistical side

No Statistical score for this cluster, for example because there is no sales curve or the curve has no score

No score: not enough last-year sales

Statistical side

The last-year sales curve has data for less than a third of the curve's weeks, so there is nothing to compare the choice's sales with

No AI forecast for this choice

AI side

The AI cannot forecast this choice, for example because it has too little history

Banners

Banner

What it means

What to do

No AI Forecast confidence score: this choice is AI forecasted from a linked similar choice (Like for Like)

The AI forecast is borrowed from a linked choice, so this choice has no AI score of its own

Judge the forecast by the linked choice

The selected forecast type has no confidence score. The scores below belong to the other forecast model.

The engine in use has no score; the numbers shown are the other engine's

Consider switching Forecast Type to the scored engine

Scores changed since these forecasts ran: Best Confidence would now pick another forecast for the marked clusters. Re-forecast to use it.

The choice is on Best Confidence, and the scores moved since the last forecast

Re-forecast the choice

Remove the groupings to visualize the confidence scores

Grouped rows mix several choices

Expand to a single choice, or remove the grouping

What Should I Do?

You see

Do this

HIGH or MEDIUM, no icon

Use the forecast

LOW, the choice's own score, Data Quality 50% or more

The model really missed the timing: review the forecast, or compare with the other engine

LOW or MEDIUM with Too few sales to judge the model

The choice sells too little to forecast its timing, even in 4-week blocks: plan its total for the season, not its weeks

From similar choices

Fine as a first view; check again once the choice has more weeks with sales

From a wider group

Do not trust the score for this choice, even if it reads HIGH; judge the forecast yourself

AI forecast less reliable

Compare with the Statistical side before relying on the AI forecast

Best Confidence now picks another forecast

Re-forecast the choice

The engine in use has no score

Consider switching Forecast Type to the engine that has a score

Picking a Forecast Method

Each cluster of a choice has a Forecast Type setting in the popup. It tells Toolio which engine to use for that cluster.

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 Forecast, no matter what the scores say.

AI Forecast

You want the AI Forecast. If the cluster cannot get an AI forecast, Toolio uses the Statistical Forecast for that cluster so the forecast still runs.

Best Confidence

You want Toolio to pick, cluster by cluster, whichever engine has the higher Confidence Score. Ties go to the AI Forecast.

Organization Default

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

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

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, AI Forecast, Best Confidence, or Organization Default.

  4. Click Save.

The Forecast Type dropdown for a cluster in the popup

Saving starts a new forecast for every cluster of the choice. Until it finishes, the popup keeps showing the engine the previous forecast used, so the scores match the numbers in your plan.

When AI Forecast Is Not Available

The AI side of the popup reads No AI forecast for this choice when the AI cannot forecast the choice, for example because it has too little sales history.

You can still pick AI Forecast for that cluster, but Toolio runs the Statistical Forecast instead so you still get a forecast.

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 Forecast 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 AI Forecast works differently: it produces a single forecast that already has any promo effect built in. Because the AI Forecast never separates "demand with promo" from "demand without promo," there is no lift to break out — so Gross Sales Lift Units shows 0 for AI Forecast choices. This is not the lift being hidden; for the AI Forecast 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 AI Forecast choices, treat the figure as not applicable rather than as "zero lift." For more on how the Statistical Forecast is built, see Forecast in Assortment Plan.

FAQs

Why did my scores drop?

The earlier score described the choice's product group. The per-choice score checks each choice against its own sales, which is stricter, so it is often lower — but it tells good forecasts from weak ones much better.

Why did a badge change when the score did not?

The default bands are now 30% / 60%; they used to be 40% / 70%. Scores are now calculated for each choice on its own sales, which is stricter, so they often run lower than the old group scores. 30% / 60% keeps HIGH within reach of a typical choice's forecast, while LOW still flags forecasts that missed (see Choosing the Bands above).

A score of 65%, for example, used to read MEDIUM and now reads HIGH. Only the label changed: the score, the forecast and Best Confidence's choice of engine stay the same. If your organization has its own bands, its badges did not change.

Why are Statistical and AI scores different?

Each engine is checked on different data: one cluster and the sales curve's weeks for Statistical, the whole channel and the test weeks for AI. Different numbers are expected — see Why Statistical and AI Scores Differ above.

Why does a choice show an icon on one engine but not the other?

The AI side adds up the whole channel, so it usually has more weeks with sales than the Statistical side has in a single cluster. That is why small or quiet clusters often show From similar choices on the Statistical side only. The opposite also happens: a new choice can show From similar choices and AI forecast less reliable on the AI side only.

Can a perfect forecast score LOW or MEDIUM?

Yes, for a slow seller. With the default bands, a perfect forecast needs about 0.6 units a week to reach HIGH (60%). Below about 0.15 units a week (about 8 units a year), it can even read LOW. See Slow Sellers Have a Ceiling above.

Is a score from similar choices as good as the choice's own?

Not quite, but it is usually close. A score from a wider group is much further from the choice; treat it with care.

How often does the score update?

  • Statistical Forecast: a few minutes after a sales curve finishes recalculating, whether on its update cadence or because you regenerated it, and every day for the sales curves that changed.

  • AI Forecast: once a week, after that week's AI training, and after an on-demand retrain.

Changing a choice (adding an offering, assigning another sales curve, linking, delinking or duplicating the choice, or changing its locations) refreshes its scores within minutes. A choice moves from From similar choices to its own score at the first update after it has enough weeks with sales.

What happens to the scores when past sales are reloaded or corrected?

Each score follows its forecast engine, so it updates once that engine has rebuilt on the new sales:

  • Statistical Forecast: regenerate the sales curves built on the affected sales (see Sales Curves). The scores refresh a few minutes after the curves finish recalculating.

  • AI Forecast: the next weekly AI training picks up the corrected sales and rescores (see Forecast With AI in New Assortment Plan).

Until then, the scores rate the forecasts built on the earlier sales.

Does the score change the forecast?

No. A forecast only changes when it runs again. Choices on Best Confidence can switch engine, but only when you re-forecast — the Scores changed since these forecasts ran banner tells you when that would happen.

Is the Confidence Score the same as Forecast Accuracy?

No. The Confidence Score is a test on past sales before you use a forecast: how well would this engine have forecast this choice? Forecast Accuracy scores the forecast you actually used against what really sold afterwards. Use the Confidence Score to choose and trust a forecast, and Forecast Accuracy to check how it turned out.

What is the difference between Best Confidence and Organization Default?

Best Confidence decides per cluster — for each cluster, it picks whichever engine has the higher score. Organization Default follows your organization's preference, which can itself be Statistical Forecast, AI Forecast, 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.

Can Toolio pick the best method for me?

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

Current Limitations

  • The grid badge does not show where a score comes from. Only the popup shows the From similar choices, From a wider group and AI forecast less reliable icons.

  • A score from a wider group can read HIGH. It rates the partition's sales curve or the product group, not this choice's forecast.

  • Next to a borrowed score, Model Accuracy and Data Quality describe the similar choice or the partition, not this choice.

  • Best Confidence compares the two engines' scores even when one is the choice's own and the other is borrowed from similar choices or a wider group. If a choice is on Best Confidence, check the icons in the popup before relying on the engine it picked.

  • Model Accuracy is hidden at a Data Quality of 49.9% and shown at 50%, so two similar choices can look very different.

  • AI scores are per channel. A cluster that sells very differently from the rest of its channel still shows the channel's AI score.

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