The In-Season Business Review view is a new out-of-the-box Assortment Plan view, paired with a Last 4 Weeks + Next 4 Weeks dataset, that gives you a concise view of recent performance alongside upcoming plans. Use it to quickly understand where the business has been and where it's headed. Customers familiar with Allocation will recognize a similar layout and workflow.
Use Cases
Understand how the business has performed over the last few weeks.
Confirm whether current inventory is sufficient to support this week's plan.
Preview demand over the next four weeks and spot inventory risks before they happen.
Identify products that require immediate attention.
What the View Includes
The view is built on the Last 4 Weeks + Next 4 Weeks dataset and includes:
Last Four Weeks Performance
Last Week Performance
Current Week Plan
Current Week Inventory Position
Next Four Weeks Plan
Potential Lost Sales
Units On Order
Additional Receipts Left to Place
Re-Trend Adjustment Rate
Gross Weeks of Supply
Built-In Exception Highlighting
The view includes conditional formatting to help you focus on the biggest opportunities and risks:
Potential Lost Sales is highlighted whenever the value is greater than zero.
Re-Trend Adjustment Rate is highlighted whenever the recommendation is greater than +25% or less than -25%, making it easy to identify products with significant plan changes.
Gross Weeks of Supply is highlighted when coverage falls below 4 weeks, helping you quickly identify products with limited inventory coverage.
Recommended Workflow
Many planners use this view as part of their weekly business review:
Review recent sales performance.
Compare current inventory against this week's plan.
Evaluate demand over the next four weeks.
Review products with potential lost sales.
Evaluate significant Re-Trend recommendations.
Confirm receipts are sufficient to support demand.
Adjust inventory, receipts, or plans as needed.
FAQs
What time horizon does this view cover?
The view uses the Last 4 Weeks + Next 4 Weeks dataset, combining recent performance with near-term plans for weekly decision making.
What does the Re-Trend Adjustment Rate highlighting mean?
It's highlighted whenever the recommended adjustment is greater than +25% or less than -25%, flagging products with significant plan changes so you can review them before they're applied.
How does this compare to the Forward Inventory Position view?
The In-Season Business Review focuses on a short weekly window (last 4 + next 4 weeks) for business reviews, while the Forward Inventory Position view covers a longer horizon (current week + next 26 weeks) for proactive inventory and receipt planning.