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User Guide

1. General Information

2. Starting Up

3. Connecting data

4. Demand and Sales Forecasting

5. Inventory Planning

6. Reference


6.8. List View

The List view shows all planning items in a list and is used to generate a number of different reports that can be exported as Excel files. You can choose a particular report using the Select report control.

All reports are presented in the table below the List view toolbar. Each report shows its unique information in the context of the item, item category, item description, and location or channel (if available). All of them can be customized by using the Aggregate by control. The Final forecast report can be additionally summarized by quarter or year using the Sum by control of the Toolbar.


  • Select report control is used to choose a particular report. The following reports are available:

  • Aggregate by option allows you to aggregate rows in the report by Item, Item category, ABC classification, All, and Location or Channel.
  • Sum by aggregates the final forecasts in given periods (quarters or years).
  • Export report is used to export the current report to Excel file.
  • Import changes is used to import an exported report back into Streamline with or without changes you made in Excel.

Final forecast report

The report shows items’ statistical forecasts and overrides made manually through Forecast adjustments row of the table on the Item view tab. The overrides are shown in blue color.

Forecast adjustments report

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

Forecast accuracy report

The Forecast accuracy report helps us to evaluate the forecast using different error measures. All the error measures are calculated using the difference between the actual data and the forecast. Therefore this report comes into play only if the As of parameter of the program toolbar is set to any except the last period of the actual sales data.

For example, let’s set it to March 2016 and re-forecast the project by clicking the Forecast button.

Now, for the first nine months, we have an evaluation, except for the last three months. That’s because we have no actual data for these months to evaluate the forecast (the forecast horizon is set to 12 months).

All the data in the Forecast accuracy table are the Absolute Percentage Error (APE) calculated for the particular item/location/period. The formula is:

APE = 100 * delim{|}{(F - A)/A}{|},

where F is forecast, and A is actual demand.

As you see, the table has gaps and empty rows in our example. A gap occurs when there are no actual sales in a period. Streamline can’t calculate the measure in this case. Empty rows arise if:

  • there is not enough of sales history to build a forecasting model;
  • the item is inactive; or
  • intermittent model is used.

The last column of the report represents MAPE calculated across all of the periods for every planning item.

The Overall WMAPE, shown in the List view toolbar, is a MAPE weighted across all the items in the project. If the products’ prices are given this is a price-weighted MAPE measure that represents overall revenue percentage error. If selling prices are not imported, WMAPE is calculated based on the volume of sales. You can read more about WMAPE on Wikipedia.

2018/04/02 14:55

Projected revenue report

The Projected revenue report shows the revenues based on the current selling prices or adjusted selling prices, or forecasts of seasonal selling prices.

Projected sales prices report

This report shows the adjusted future selling prices. By default, the current sale price is used. However, the report displays the sales prices forecast if you import the selling prices history data. The adjustments can be made in the Average sales price row of the Table. They are displayed in blue in the report.

KPI report

KPI (Key Performance Indicators) report shows important indicators of the project performance. Streamline calculates a variety of indicators. Most of them evaluate the inventory planning process, however, the Annual revenue and Revenue next year can be estimated based on the forecasts and given selling prices only.

Annual revenue

Let’s explain, how this indicator is calculated. Consider the product sales history depicted in the figure below.

To calculate annual revenue in such the cases, Streamline always skips zero demand before the sales have started. So only the sales of the last 8 months are taken into account. The formula looks like:

annual_revenue = RevenueMay-Dec/8 * 12

If we have sales history shown in the figure below, then sales of all the months are taken into account:

annual_revenue = RevenueJan-Dec/12 * 12

So, as you see, this indicator depends on the sales history of the last 12 months, and thus, may significantly change from month to month.

Revenue next year

If the forecast horizon is one year, the next year revenue is the summed revenue of the next 12 months. Otherwise, it is calculated as:

next_year_revenue = Revenuen/n * 12, where n is the forecast horizon, Revenuen is summed revenue over the future n periods.

Annual gross profit

This indicator is calculated only if the order's profit is provided and is an aggregation of the given transactions' profit over the last complete twelve months. It means that if you forecast using the incomplete period option, the data of the current month will not be taken into this aggregation. Streamline uses the data of the last 12 months before the current (incomplete) month in this case.

Days of supply

This column shows the number of days of the future demand that can be covered by the (On hand - Pending sales orders) quantity. It is also depicted in the Inventory report.

Inventory value, Expected overstock value, Expected stockout value, Non-moving inventory value, Gross margin

All the indicators calculated based on item_value that can be the item balance value taken from the Inventory value/unit column of the Database connection, Order list connection or Spreadsheet connection dialog, or the item purchase price taken from the Purchase price column of one of these dialogs. If both columns are given, the Inventory value/unit column will be used. If none of the columns are specified, the indicators will not be calculated.

  • Inventory value shows the value of the item in stock and is calculated as:

inventory_value = item_value * on_hand_qty.

  • Expected overstock value is the item's expected overstock cost. It is calculated as:

expected_overstock_value = item_value * overstock_qty.

  • Expected stockout value is the expected inventory deficiency cost. It is calculated as:

expected_stockout_value = item_value * stockout_qty.

  • Non-moving inventory value is calculated for the items that will not be sold during the forecast horizon period according to the forecast except the situation when the forecast is generated using the intermittent demand model. The formula for the indicator is:

Non-moving_inventory_value = item_value * on_hand_qty.

  • Gross margin is the item gross profit margin. Its calculation is based on the compound interest and the formula looks like:

gross_margin = (sales_price - item_value * inflation_coefficient ^ sellout_time) / sales_price * 100 %,


inflation_coefficient = 1 + interest_rate,

sellout_time = (lead_time + days_to_sell)/365.25.

The interest_rate is the annual interest rate that is taken from the project settings; days_to_sell is the Average days to sell value.

2017/10/02 12:02

Inventory turnover

This indicator shows how many times an item was purchased and then sold out for the last 12 months.

Average days to sell

This indicator displays how many days it takes to make one turnover cycle.

Turn-earn index

This indicator shows an item gross margin accumulated over the last 12 months and calculated as:

Turn-earn_index = gross_margin * inventory_turnover.

The indicator is usually used to rank products and find the least profitable items.

Next: Inventory Report

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list-view.txt · Last modified: 2018/06/29 11:22 by admin