Long Term Planning
Efficiently build a demand plan spanning years with Claret's Long Term Planning tool. Customize your layout, manage your plans at any hierarchy level, and reconcile data seamlessly.
The objective of Long Term Planning is to efficiently build out a demand plan that spans years. This demand plan can become your budget or your latest quarterly estimate. This planning tool allows you to be at any level in your Item and Customer Group hierarchy and enter in your Long Term Demand plans. Regardless of what level you enter your data at, it will find its way to the lowest Item @ Customer Group level via reconciliation.
Initial page configuration
The first time you come to Long Term Planning, you'll need to configure the layout - the columns of data you wish to see to manage your long term plans and the level at which you wish to plan. The next set of steps walks you through just how to do that.
Go to the "Options" button (the ellipses) in the top-right of the page and click on it.
Click on "Configure".
The first thing you'll want to do is choose which level of your Customer Group hierarchy you want to be at. This is the level that you wish to manage your long terms plans at. In this walkthrough, we'll be choosing "State". This will set the first columns in your view.
Next, you'll need to select which level you want to plan at for your Items. We'll be choosing "Brand". This will set the next columns in your view.
Now, click on the "Add column" button to choose your first Sale Type to show as a data column. We'll choose our "History" Sale Type that we have for this database. Note: you can add any Sale Type you want.
Choose the Calendar of the history for this column. We'll be choosing "FY20".
The Growth % allows you to show a growth percentage of this Sale Type/Calendar combo with another Sale Type/Calendar. For now, we will leave this as "Disabled" or off. We'll come back to this in a bit.
Leave the Editable check box unchecked. We don't want to update our history.
Click the "Save" button. This will close the configure window and the Long Term Planning page will refresh and present data based on the configuration you chose.
To build on this simple configuration, let's add another Sale Type along with a Growth %.
Go back to the "Options" button in the top-right of the page and click on it.
Click on "Configure".
Click on the "Add Column". We'll add a Sale Type called "LTP".
Choose the Calendar. We will set this to FY21.
Choose Growth %. We'll keep building on our example and choose "History - FY20"
Check the Editable checkbox.
Click the "Save" button.
Making updates
Within the Long Term Planning page, you can be at any level of the Item and Customer Group hierarchy and make updates to the annual plan. You have a handful of ways to make your updates:
Update volume
Update growth percentage
Update volume in the "Selected" subtotal row
Update growth percentage in the "Selected" subtotal row
With these various update ways, the end result is the same. The data will reconcile down to the lowest level Item @ Customer Group level. See Reconciliation explanation below to learn more on how vinoEZ Claret reconciles from a higher level down.
Let's walk through each of the four approaches to make your long term planning updates.
Update volume
We'll start with updating the value in the LTP column.
Double click into the editable cell.
Type in your new number.
Click outside of the cell.
Update growth percentage
The growth percentage column is a special column that allows you to compare a Sale Type/Calendar combination to another Sale Type/Calendar combination. It also allows you to update your volume via entering in a new growth percentage. By updating the growth percentage, vinoEZ Claret will determine what the equivalent volume is and enter in that volume number to be applied to that row.
Double click into the editable Growth % cell.
Type in your new percentage. Note: you don't need to add the
%sign.Click outside of the cell.
Update volume in the "Selected" subtotal row
In the Long Term Planning you can select a group of rows and edit the "Selected" subtotal of the rows you selected (displayed at the bottom of the screen). This will then apply that update to the selected rows' values based on their contribution within the selection.
Select your group of rows that you'd like to update via the "Selected" subtotal.
Click into the "Selected" subtotal value cell.
Type in your new number.
Click outside of the cell.
Update growth percentage in the "Selected" subtotal row
In addition to updating the volume in the "Selected" subtotal, you can also make the update to the growth percentage. The percentage that is entered into this cell will be used to determine the volume equivalent and then spread that volume across the selected rows.
Select your group of rows that you'd like to update via the "Selected" subtotal.
Click into the "Selected" subtotal Growth % cell.
Type in your new number. Note: you don't need to add the
%sign.Click outside of the cell.
Sorting and filtering from the columns
Similar to other tabular data in vinoEZ Claret, you sort and filter data from the column headers of the tables.
Sort
To sort, just click on the the name of the column. This will toggle between ascending, descending and not sorting.
Filtering
Hover over the column header you'd like to filter.
Click on the menu icon that shows up.
Chose the kind of filter.
Type in the text you want to filter with.
To remove the filter, just clear out the text you entered in the filter input box.
Reconciliation
So, how does the reconciliation work? Let's review the below illustration. In the "Old" column, the ZAM Brand has a total of 100 cases which is the sum of the three items within that brand. In the "New" column, someone has overwritten the 100 cases at the brand level with 200 cases and that has reconciled down to the underlying items based on their respective contribution percentage (derived by their existing quantities) to the brand.
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