Once you have created a new project, Streamline automatically generates and shows the total forecast in the Table and Plot (see figure below). The forecasts are shown in red in the Table and Plot.

The Tree view on the left is used to browse through your data hierarchy and see the forecasts and other information at a particular level. As soon as you select a node in the tree, the Table, Plot, and Panel get updated immediately and show the corresponding information at that level.

Below, we describe:

• triggers making Streamline regenerate forecasts;
• how to view unit and revenue forecasts at any level of your data hierarchy graphically and numerically;
• how to view the forecasts in different data dimensions (item, location, channel);
• how you can change and amend the automatically generated forecasts; and
• forecast reports generated by Streamline.

However, if your project is so large that changing a forecasting parameter (for example, the Multiplier) takes much time to regenerate the forecasts or you need to make several changes at once, you can disable this automatic re-forecasting feature by toggling the Pause forecast button in the Demand forecasting tab toolbar.

Streamline shows unit and revenue forecast for the currently selected tree node in the Table and on the Plot.

The unit forecast is presented by red numbers in the Statistical forecast row of the Table and by red points in the Plot.

The top-down forecasting approach, which is used by default, generates forecasting models for the tree leaves only. Forecasts and other data, shown in the Table and the Plot at higher levels of the tree is a simple aggregation of the corresponding data from lower levels.

The Statistical forecast row of the Table shows values in blue and red colors at a leaf level (see figure below). Blue numbers are the model fit at the learning set (actual data), while the red ones are the forecasts.

Legend of the Plot also indicates the model type used to forecast the data. It is a Seasonal & trend model in the case in the figure.

To view the forecasts in detail graphically, the Plot supports such manipulations as zooming a particular area and panning the plot in the zoomed scale.

Streamline shows revenue forecast only if current sales price or price of sales transactions was imported. The Revenue row of the Table shows numeric revenue forecast for the forecasted periods (see figure below).

The Plot can display forecasts in quantities sold or in revenue gained. The default is Quantity (see figure below).

To switch to the revenue mode, click the Revenue button over the plot (see figure below).

As you see, the marker for the points in the plot has changed from a filled circle to coreless square.

Streamline represents the data you have imported as a hierarchy tree in the Tree view. This hierarchy is composed of:

• data dimensions (item, location, channel),
• item categories, and
• location categories,

depending on the available data and its configuration. The options at the bottom of the Tree View help you to find out which data dimensions are available to view by and choose the appropriate view.

If you import locations or channles additionally to items, the Three view shows two viewing options:

• By item and By location - in case of imported locations;
• By item and By channel - if you import channels.

Here is a description for these options:

If you have all three types of data imported (item, location, and channel), Streamline displays six different viewing options that allow you to see your data using all available viewing combinations. These are:

Streamline generates forecasts based on a set of given settings. The forecasting model built using these settings is shown in the Model tab of the Panel. There are three ways to change the automatically generated forecasts:

• Change a forecasting parameter in the Forecasting tab of the Panel. That will, in turn, change the model and its forecast. Below, we show which forecasting parameters are typically modified in particular situations.

• Override the generated forecasts manually using the Forecast overrides row of the Table.

• Fine-tune the model by changing its coefficients in the Model tab of the Panel.

Streamline has a lot of forecasting settings. Each of them was specifically designed to be of help in a particular situation. All of the forecasting parameters are on the Forecasting tab (see figure below). They can be applied at any level of the Tree view tree.

Most of them have the Inherit option set by default. It means that the option of its parent node will be applied to the currently selected node. Information in parentheses shows the option inherited from the parent.

The table below shows the cases, the forecasting parameters, and the options for these parameters.

Case	Parameter	Option
New product forecasting	Forecast approach	Top-down
	Use model from	Item code of the borrowed model
Accounting for lost sales	Zeros are lost sales	Yes
Accounting for calendar events	Holidays	Calendar of your country
Accounting for recent changes in the sales history level	Ignore data before	The data will be ignored prior to the selected Date
Seasonal forecasting with recent sales history level changes	Use ignored data for seasonality	Enabled
Adjusting the model type	Model	The model type
Increasing/Decreasing the model output	Multiplier	The coefficient
Disabling exponential smoothing for seasonal coefficients	Seasonality weighting	1
Material requirements planning	Bill of materials use	Use Purchase or Manufacture option depending on how you acquire your product(s).

Streamline allows viewing forecasts for all the planning items at once by using the forecast reports. There are three forecast reports in Streamline: Final forecast report, Forecasts adjustments report, and the Forecast accuracy report. To access the reports, go to the Reports tab. To select a report, use the Select report control.

Each report can be exported to Excel by clicking the Export report button. These can then be edited and saved in Excel and imported back into the application using the Import changes button.

Final Forecast Report

This report is shown by default. The report depicts the statistical forecasts and any overrides for all of the planning items. Any overrides are shown in blue.

Forecast Adjustments Report

This report shows only the forecast adjustments made manually in the Forecast adjustments row of the Table view on the Demand forecasting tab. It is useful when you need to ensure that all the adjustments you intended to do were done.

Next: Adjusting and Approving the Forecasts

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