Create a New Forecast

Quickly build a new forecast for the next 12 months by leveraging AI with just a couple of clicks. Forecasts generated in can leverage many different models to produce the most accurate results.

Navigation

Select the Forecast feature on the Moselle menu to be redirected to your Scenario Plans.

Your active scenario plans will appear in a list positioned between your Master Scenario Plans and Previous Plans. From this list, you can select and view any desired plan. Each forecast file will include the following:

• A name for the scenario plan.

• Your MAPE score

• The author who created the plan.

• A date for when the plan was created.

• A timestamp of when it was last updated.

Create a Scenario Plan

Click on the Create Scenario Plan button to start a new scenario plan. On the planning page, there are three tabs that you can navigate; Forecast, Replenishment, and Data Uploads. Each tab will help you formulate your forecast.

To select a scenario plan, click on the three dotted button at the end of the scenario plan lined item, and click on "View and Edit."

Setting Up Your Forecast

You have three options when it comes to generating projections for your scenario plan:

1. Upload a plan of your own.

2. Generate a Bottom-Up Forecast using one of our machine learning models.

3. Generate a Top-Down Forecast that converts your revenue forecast to a unit forecast.

A common approach in Moselle is to select one of our machine learning models to forecast the next 12 months, export it, make edits, and then upload it back. This allows you to build a 12-month forecast in a matter of minutes instead of days or weeks.

Generate a Bottom-Up Forecast

On the scenario plan flow, select the Use AI Forecast Models button to reveal options for both Top down and Bottom up approaches. Select the Bottom up approach and the flow will list forecast models that you can choose. Select one of the forecast models and click "Generate Forecast" to incorporate machine learning projections into the planning page table.

Adjust your Bottom Up Forecast

Under the Gear Icon, select the Modify Forecast option to see your options in adjusting your forecast and choose Change Forecast Method. This will direct you to the Forecast Creation Workflow where you can select your AI Forecast Models. Select AI Forecast models, and choose Bottom Up. This option will list you the available forecast models you can choose from.

Once a model has been selected follow the Forecast Creation Workflow to finalize your Bottom Up forecast.

Generate a Top-Down Model

On the scenario plan flow, select the "Use AI Forecast Models" button to reveal options for both Top down and Bottom up approaches. Select the Top down approach and you will then be redirected to enter your sales goals.

Within your sales goals table, data will be organized by channel and the number of forecasted months you’ve entered. Input your sales goals directly into each cell, or copy and paste an entire row of gross sales into the table. After completing this step, click the "Generate Forecast" button to transform your gross sales into unit sales projections. The planning page table will automatically update to display the converted data.

Adjust your Top Down Forecast

Under the Automate drop-down menu, choose "Edit Top Down Targets" to enter your revenue forecast. You can enter your revenue forecast by clicking into a cell, or copying and pasting your revenue forecast from a spreadsheet into all the cells.

After entering your revenue forecast, click on the Automate drop-down menu and select the "Generate Top Down Unit Forecast" button to begin converting your revenue forecast into a unit forecast. Once the conversion is completed, click on "Go Back" to return to the planning page table and view your new unit forecast.

Filter Forecast

Here are a few helpful ways to navigate and filter your forecast, making it easier to view and edit projections.

Grouping Filters

Select the Group By button at the top left corner to open a dropdown where you can select the following options:

• Line

• Sub-Line

• SKU

• Channel

This will update your table, and group it accordingly to your filter selection.

Table Toggle

Select the Quantity/Amount toggle above the forecast table to switch between a units view and dollars view.

Settings

Our new and updated forecast settings can help you navigate how you can modify and adjust your forecast. You can find the forecast settings by the ⚙️ Gear Icon at the top right corner of your forecast, beside the Done Planning? button.

Forecast Settings

Under the forecast settings, you can update the Forecast Name and the Timeframe of the forecast. In this option, you can also set a forecast to Master where it will make the current forecast as your primary plan for tracking progress, issue alerts, and team guidance. This will also be reflected on your main dashboard.

There are two options to modify a forecast:

• Adjust Revenue Targets: Update your gross revenue targets and regenerate your forecast accordingly

• Change Forecast Method: Update and switch between different forecasting model or logic

Duplicate

Selecting this option will allow you to duplicate your existing forecast and its projections to another scenario plan.

Exporting and Download

When selecting to export your scenario plan, a CSV file will be sent to your email to download. Under the Gear Icon, select the Export and Download option to download a copy of you forecast. This will send over a CSV file to your email.

Once you download the exported forecast, it will display all your items across your channels, along with the number of months you've included for forecasting.

Upload & Replace

The Upload & Replace option will allow you to upload your own forecast and replace any existing projections.

• Export a copy of the forecast you want to replace

• Receive the exported copy from your email

• Use the exported forecast as a template, and update your projections accordingly

Once finished, select the Gear Icon again choose the Upload & Replace option to upload the updated file. Drag and drop your file into the box upload, and click on the Upload button. Your uploaded forecast will now overwrite any existing projections in that same forecast.

When exporting and uploading a forecast, you must use that same template for the forecast you uploaded from. Each exported forecast plan will carry specific scenario ID's which are tied to the forecast you exported from.

Archive

When selecting the archive selection, your scenario plan will be moved into the archive section. This will make it hidden from all of your active scenario plans.

We store your archived scenario plans if you want to view them again. If you wish to view or revive a plan, ask our support team for assistance at [email protected]