New Out-of-the-Box AP Day in the Life Views
To help planners make faster, more informed in-season decisions, we've added
two new out-of-the-box AP views
, each paired with a supporting dataset. These views are designed to answer common day-to-day planning questions without requiring customers to build their own reporting.
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FWD Inventory Position
Dataset:
Current Week + TW + N26 Weeks
The
Forward Inventory Position
view provides a forward-looking snapshot of your inventory position and receipt plan, making it easy to identify inventory risks and opportunities before they impact the business.
The view includes:
* Beginning of Period (BOP) Inventory
* Forward Weeks of Supply
* Gross Sales Units (Current Week + Next 26 Weeks)
* Percent of Total Sales Plan
* Potential Lost Sales
* Receipt Plan
* Units On Order
* Additional Receipts Left to Place
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Forward Weeks of Supply Enhancement
The
Forward Weeks of Supply
metric has recently been enhanced.
Previously, the calculation was capped by the number of weeks included in the dataset. If inventory extended beyond the dataset horizon, the metric stopped at that max number of weeks in the view.
Now, if inventory exceeds the dataset weeks, the calculation uses the average planned sales to estimate the WOS. This provides a more accurate, truly forward-looking Weeks of Supply metric. More about this update to FWD WOS can be found here
Built-In Exception Highlighting
To help planners quickly identify areas requiring attention, the view includes built-in conditional formatting.
*
Forward Weeks of Supply
is highlighted when coverage falls below
4 weeks
, making it easy to identify products that may be at risk of stocking out.
*
Potential Lost Sales
is highlighted whenever the value is
greater than zero
, helping planners quickly identify where current receipts may not be sufficient to support demand.
These thresholds can be easily adjusted to align with your organization's planning practices.
Business Questions This View Helps Answer
* Which choices have the lowest inventory coverage?
* Where am I at risk of stocking out?
* Which choices have potential lost sales?
* Are those lost sales occurring on my highest-volume products?
* Which receipts still need to be placed?
* Where should I prioritize additional buys?
* Which choices may not have enough inventory to support upcoming promotions or markdown events?
By default, the view is configured at the
choice level
, allowing planners to prioritize individual products. However, it can easily be grouped by dimensions such as Department, Division, Brand, Channel, or Class to support broader assortment reviews.
### Recommended Workflow
Many planners will use this as a weekly exception report:
  1. Review products with low weeks of supply.
  2. Identify products with potential lost sales.
  3. Prioritize high-volume styles using Percent of Total Sales Plan.
  4. Review receipts left to place.
  5. Decide whether to chase inventory, adjust receipts, delay promotions, or accept the inventory risk.
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In Season Business Review
Dataset:
Last 4 Weeks + Next 4 Weeks
The
In-Season Business Review
provides a concise view of recent performance alongside upcoming plans, helping planners understand where the business has been and where it's headed.
Customers familiar with Allocation will recognize a similar layout and workflow.
The view includes:
* Last Four Weeks Performance
* Gross Weeks of Supply
* 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
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### Built-In Exception Highlighting
The view also includes conditional formatting to help planners 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 planners quickly identify products with limited inventory coverage.
### Business Questions This View Helps Answer
* How has the business performed recently?
* What does the next 4 weeks look like?
* Where do inventory risks exist over the next four weeks?
* Which products require immediate attention?
### Recommended Workflow
Many planners will use this view as part of their weekly business review:
  1. Review recent sales performance.
  2. Compare current inventory against this week/months plan.
  3. Evaluate planned demand over the next four weeks.
  4. Review products with potential lost sales.
  5. Evaluate Re-Trend recommendations.
  6. Confirm receipts are sufficient to support demand.
  7. Identify where inventory, receipts, or demand plans need adjustment
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Together, these two out-of-the-box views provide a simple, actionable framework for in-season inventory management. The
Forward Inventory Position
helps planners proactively manage inventory coverage and receipt planning over the next six months, while the
In-Season Business Review
combines recent performance with near-term plans to support weekly decision making.