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Forecast Accuracy in New Assortment Plan

How close past forecasts came to actual sales, read by forecast window (horizon, not lag) and by cluster, and what every popup marker means

Forecast Accuracy tells you how close your past forecasts came to what actually sold. Every week Toolio saves the forecast it served, then scores it once the sales are in. Use it to see how well a forecast held up over the weeks after it was made, which channels forecast well, and whether you are consistently over or under.

Unlike Forecast Confidence Score, which estimates how much to trust a method before you plan, Forecast Accuracy reports what already happened. The two answer different questions and are best read together.

Use Cases

  • You want to know how well forecasts held up over the following month or quarter.

  • You want to see whether a channel is consistently over-forecasting or under-forecasting.

  • You want to compare how a cluster forecasts at four weeks out against a quarter out.

  • You want evidence for a conversation about forecast quality, order timing, or safety stock.

How Forecast Accuracy Is Measured

Every week Toolio saves the forecast it is serving for each choice and cluster. That saved copy is a snapshot, dated by the week it was taken.

The snapshot holds the System forecast: the forecast the AI or Statistical engine produced. Changes a planner makes to the forecast in the plan are not part of the snapshot, so Forecast Accuracy measures how well the engine forecast, not how well the edited plan did. Sales are compared as gross sales units.

A forecast window is a span of weeks that follows a snapshot. A forecast window of four weeks asks one question: how did the forecast we were looking at four weeks ago hold up over the four weeks since? So the four-week score reads the snapshot from four weeks ago and compares it against the last four weeks of sales. The 13-week score reads the snapshot from a quarter ago and compares it against the whole quarter that followed it.

That is why accuracy is reported per forecast window rather than as one blended number: each window grades an older snapshot over a longer span.

A forecast window is not a lead time. The 13-week score is not the accuracy of the forecast made 13 weeks before each selling week. It grades one snapshot over the quarter that followed, so it mixes forecasts made 1 to 13 weeks ahead. See the next section.

Scores are never back-filled or approximated. A forecast window is scored only when a snapshot exists for exactly that week — a snapshot one week off is not substituted, because the number would still look plausible while meaning something else. Accuracy therefore accrues from the week snapshotting started on your account.

A Forecast Window Is a Horizon, Not a Lag

You may know forecast lag from other tools. A lag-4 score compares a single week: the week that was four weeks out when the forecast was made. Toolio does not score lags. Each forecast window is a horizon: it scores every week from the snapshot up to the end of the window.

Lag (not used in Toolio)

Forecast window (horizon)

Weeks compared

Only the week that was h weeks out

All weeks from 1 to h after the snapshot

4-week example

Week 4 alone

Weeks 1, 2, 3 and 4 together

13-week example

Week 13 alone

The whole quarter, weeks 1 to 13

So a 13-week score tells you how well the forecast from a quarter ago held up across the whole quarter, not only at its far end. The last four weeks of that quarter are the same weeks the 4-week score measures, read from an older snapshot.

This is also different from the Forecast Horizon in Assortment Plan Settings (Max Forecast Length). That setting controls how far ahead Toolio forecasts at all. A forecast window is the span of weeks a snapshot is scored over.

Accuracy and Bias

Every scored cell shows two numbers, and they mean different things. Both are measured week by week, never on the totals alone.

Accuracy is how much the forecast and actual sales overlapped each week: the smaller of the two summed across the weeks, over the larger of the two summed across the weeks.

Accuracy = Σ min(forecast, sales) ÷ Σ max(forecast, sales)

100% means every week matched exactly. A 2× overforecast scores 50%, a 3× overforecast 33%.

Bias is the direction of the error — total forecast against total sales.

Bias = (Σ forecast − Σ sales) ÷ Σ sales

Positive means you forecast too high, negative too low.

Read them together, because they can disagree and the disagreement is the useful part. Take a four-week window where you forecast 100 units a week:

Week

Forecast

Sales

1

100

50

2

100

150

3

100

90

4

100

110

Total

400

400

Bias is 0% — the total was exactly right. Accuracy is 74%, because the overlap is 340 units out of a possible 460. The level was right and the shape was wrong, which is a phasing problem rather than a demand problem. Bias alone would have called this a perfect forecast.

Forecast Windows

Accuracy is shown at three forecast windows: 4, 8 and 13 weeks.

They fill in order. Four weeks is available first, and each longer forecast window becomes available that many weeks after snapshotting began — so the 13-week column completes a quarter in. Empty long columns are expected on a new account, not a fault.

Toolio also scores two longer forecast windows, 26 and 52 weeks, but hides them by default. A 26-week score needs a snapshot at least half a year old, so for the first six months those columns could only say that no snapshot exists yet. And many products sell for fewer than 26 weeks, so for them the columns would only ever say the forecast window exceeds the selling window. Once your account has six months of snapshots, ask your Toolio contact to turn the longer windows on. Everything in the popup — the table, the Average row, the banner and the chart — then extends to five windows.

How to View Forecast Accuracy

The Forecast Accuracy column on the New Assortment Plan grid
  1. Open New Assortment Plan.

  2. Add the Forecast Accuracy column from the column picker if it is not already on your view.

  3. The cell shows accuracy at the shortest forecast window that has been scored — usually four weeks.

  4. Double-click the cell to open the Forecast Accuracy popup.

The grid column blends the choice's clusters, weighted by actual sales units. The popup breaks that number apart.

Reading the Popup

The Forecast Accuracy popup with the forecast window headers highlighted, each dated by the week its snapshot was taken, above the Accuracy & Bias chart

Rows are clusters. Columns are grouped by forecast window, shortest first, and each group holds three cells:

Column

What it shows

Forecast

Which engine served the snapshot being scored — AI or Statistical

Accuracy

How much of that forecast overlapped actual sales

Bias

Whether it was too high or too low, and by how much

Each column header is dated with the week the snapshot was taken, counted back from the last week measured. The subtitle above the table names that week, so the header dates always have an anchor.

The engine can differ between forecast windows on the same row. A row reading AI at four weeks and Statistical at thirteen simply means a different method was running a quarter ago, and the trend across that row spans both.

What Every Marker Means

Most cells hold a plain percentage. These are the ones that do not, and what each is telling you.

What you see

Where

What it means

92%

Accuracy

The forecast overlapped actual sales by that much, week by week.

+8%

Bias

You forecast 8% more than sold. Positive is always over-forecast.

-4%

Bias

You forecast 4% less than sold.

0%

Bias

Forecast and sales matched in total. Check Accuracy — the weeks may still have been wrong.

Short-history icon next to AI

Forecast

The cluster had limited sales history when this AI forecast was made, so the forecast was less reliable. Hover the icon to see the message.

no sales

Bias

The cluster sold nothing in the measured weeks while the forecast expected units. There is no meaningful percentage to show, so Accuracy reads 0%.

—

any cell

Not scored at that forecast window. Usually the snapshot is not old enough yet, and it will fill once enough weeks have passed — hover for the date it is waiting on. A window with nothing at stake, one whose returns outweighed its sales, or one with a gap in its sales history is also left unscored rather than given a number.

Exceeds the selling window

across a forecast window

This offering does not sell for long enough to ever reach that forecast window, so it can never be scored there. Hover to see the selling window in weeks.

no snapshot yet

a column header

No cluster in this choice has been scored at that forecast window yet. The whole column is greyed.

(LY)

after a header date

The snapshot week falls in your previous fiscal year. Toolio uses your retail calendar, so this follows your fiscal year end, not December.

empty cell

the grid column

This choice has never been scored. It is not a zero — there is no score to show.

(not enough data)

the cluster selector

That cluster has fewer than two scored forecast windows, so choosing it draws no trend.

Not enough scored forecast windows to plot a trend for this selection.

the chart

Fewer than two forecast windows are scored for whatever is selected. Pick another cluster or the average.

No forecast accuracy scored yet for this choice.

the popup

Nothing has been scored for any cluster on this choice yet.

Remove the groupings to visualize the forecast accuracy

the popup

You opened the popup from a grouped row. Accuracy is per choice, so clear the grouping and open a single choice.

Two different windows appear in this popup, and they are not related. The forecast window is the span of weeks a snapshot is scored over — it is what the columns are. The selling window is how long the offering is on sale — it is why a score can be impossible.

The difference between — and Exceeds the selling window is worth knowing. The first means not yet, and waiting will fix it. The second means never, because the offering's selling window is shorter than the forecast window.

The Banner and the Average Row

Overall Forecast Accuracy at the top is the headline for the whole choice, taken at the shortest forecast window that has a score and weighted across clusters by actual sales units. It reads as a level, a percentage and a forecast window — High (94%) at 4 weeks — because the same percentage means very different things at four weeks and at a year.

Level

Range

Color

High

70% or higher

green

Medium

40% to 69%

orange

Low

below 40%

red

These are the same bands as Forecast Confidence Score, so one scale reads across both popups. When nothing has been scored yet the banner reads — in grey rather than Low (0%).

The pinned Average row at the bottom of the table is the same calculation applied to each forecast window — weighted by actual sales units across the clusters that have a score. Clusters with no score are left out entirely rather than counted as zero.

Clusters that read no sales count in the average Accuracy at 0%, but they are left out of the average Bias. Their bias has no meaningful percentage, and including it would report an overforecast that never happened. If none of the scored clusters sold anything, the clusters are averaged equally instead of by sales.

Accuracy & Bias by Forecast Window

The chart under the table plots both measures across the forecast windows shown in the table, shortest on the left. Read right to left to see whether the forecast got better as the forecast window shortened.

Use the selector above the chart to switch between All clusters (average) and a single cluster. The average matches the Average row exactly, and the row you are plotting is highlighted in the table. You can also click a cluster row to plot it, or click the Average row to go back.

A forecast window with no score anywhere leaves a gap rather than dropping to zero. If fewer than two forecast windows have been scored there is no trend to draw, and the chart says so instead of plotting a single point.

FAQs

Why do I only see 4, 8 and 13 weeks?

Because the 26- and 52-week forecast windows are hidden until they are turned on for your account. A 26-week score needs a snapshot at least half a year old, and many products never sell for 26 weeks, so on most accounts those columns would show the same waiting message on every row. Once you have six months of snapshots, ask your Toolio contact to enable them.

I have the longer windows on — why is my 52-week column empty?

Because a 52-week score needs a snapshot that is a full year old, plus the year of sales that followed it. Long forecast windows fill a year after snapshotting started on your account, so this is the expected state until then.

What is the difference between this and Forecast Confidence Score?

Forecast Confidence Score estimates how much to trust a method before you plan, from a backtest. Forecast Accuracy reports how the forecast you actually used performed once sales came in.

Why does one row say AI at four weeks and Statistical at thirteen?

Each cell is scored against the engine that served that snapshot. If the method changed during the quarter, the row shows both. The Forecast cell always names the engine behind the number beside it.

A cluster shows 0% accuracy and "no sales" — is that a bad forecast?

It means the cluster sold nothing in the measured weeks while the forecast expected units. Worth checking whether the cluster should have been forecast at all, or whether sales are landing somewhere else.

Why does the grid column show a different number from the popup?

The column blends the choice's clusters, weighted by actual sales units. The popup shows each cluster separately, and its Average row usually matches the column.

They can differ when clusters have been scored at different forecast windows. The column takes each cluster at its own shortest scored forecast window, so it can mix a 4-week score from one cluster with an 8-week score from another. The banner and the Average row use one forecast window for every cluster.

Can I change anything from this popup?

No. Forecast Accuracy is read-only. It reports what happened and has no settings to adjust. To change how a choice is forecast, use Forecast Type in the Forecast Confidence Metrics popup.

How often does it update?

Once a week. Toolio saves a new snapshot every week, and scores the day after your retail week closes, rescoring every forecast window whose sales have now arrived.

Is the 4-week score the accuracy of week 4?

No. It covers all four weeks after the snapshot. Each forecast window is a horizon, not a lag. See A Forecast Window Is a Horizon, Not a Lag above.

Does an edited forecast change my accuracy?

No. Accuracy scores the System forecast the engine produced. Changes made to the forecast in the plan are not scored.

Why did a forecast window stop being available?

A forecast window is only scored when a snapshot exists for exactly that week. If a week's snapshot is missing, that forecast window is skipped for the runs that would have read it, and its last scored value stays on screen until it can be scored again.

I moved a choice's end date — will that change what I see?

It can. The selling window is read from the current launch and end dates, so shortening a window can put a longer forecast window permanently out of reach, and extending one can bring it back.

Current Limitations

  • Accuracy is only available from the week snapshotting started on your account. Earlier weeks cannot be reconstructed.

  • Each forecast window is scored against whichever engine was running at the time, so the popup does not compare AI against Statistical side by side. A dedicated comparison is planned.

  • The popup only opens for a single choice. On a grouped row it asks you to clear the grouping first.

  • The 26- and 52-week forecast windows are hidden by default and are turned on per account, not per user or per view.

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