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Documentation for Streamline 4.x

User Guide

1. General Information

2. Starting Up

3. Connecting data

4. Demand and Sales Forecasting

5. Inventory Planning

6. Reference

projections-reports

6.8.2. Projections reports

Reports of this category display what is going to happen in the future based on historical data and your manual overrides. These reports include:

Below, we describe these reports in detail.

Final Forecast Report

This report shows the statistical forecasts and your manual overrides to these forecasts. The overrides are shown in blue (see figure below).

Toolbar

  • Period drop-down is used to select a past period from the project's archive and view the report content at that time. The default option is the current period.
  • Sum by drop-down allows you to aggregate the report data section by Year or Quarter. If an aggregated period is incomplete, Streamline shows its data in gray (see figure below).

  • Show actual sales option adds the Actual sales section in the report displaying historical actual sales. Streamline aggregates this section based on the Sum by option.
  • Import changes button imports the Excel file created using the Export report button. These buttons are usually used together to make your own overrides to the currently active report. You can import overrides even for aggregated reports.

If you click the little black arrow at the right-hand side of the button, Streamline shows you a two-line menu. The first option imports the file you have created using the Export report button. If no file was created previously, Streamline shows the (No file) label. The second option Choose file.. allows you to import changes from any other file with compatible format (see figure below).

Forecast Overrides Report

This report shows only your manual overrides to the statistical forecasts (see figure below). It is usually used to export only those to Excel.

Toolbar

  • Period drop-down is used to select a past period from the project's archive and view the report content at that time. It shows the current period by default.
  • Import changes button imports the Excel file created using the Export report button. These buttons are usually used together to make your own overrides to the currently active report.

Ordering Plan

This report shows the ordering plan for your inventory. The drop-down at the right of the Reports control sets the representation units for this report (see figure below). By default, the ordering plan is shown in quantities (the Quantity option). The Value option shows this report in the supplier's currency, accounting for the item purchase price.

Projected Revenue Report

This report indicates the revenues based on the current selling prices and their projected manual overrides (see figure below).

In the case of seasonal price forecasting, it shows the generated price forecasts.

Toolbar

  • Period drop-down is used to select a past period from the project's archive and view the report content at that time. It shows the current period by default.
  • Import changes button imports the Excel file created using the Export report button. You can use these buttons to make your own overrides to this report.

Projected Sales Prices Report

By default, this report propagates current sales prices into the future. If you have manual overrides to those, they are also included in this report. They are indicated with a blue color. If seasonal price forecasting is enabled, this report shows the generated sales price forecasts.

The Import changes button of the toolbar allows you to import the Excel file created using the Export report button. You can use these two buttons to make your own overrides to this report.

Projected Inventory Report

This report shows the projected inventory levels at the end of each period. The drop-down at the right of the Reports control sets the representation units for this report (see figure below). By default, levels are shown in quantities (the Quantity option is active). The Value option shows this report in the base currency, accounting for the item value.

Empty cells in this report mean zero on-hand.

Projected Write-offs Report

This report shows the expected write-off amounts for each period based on the imported information about batches. The drop-down at the right of the Reports control sets the representation units for this report (see figure below). There are two options:

  • Quantity – shows the write-off amounts.
  • Value – shows the write-off value in the base currency based on the item value.

Projected Stockouts Report

This report shows how many units will not be sold because of the lack of inventory in stock for each period. These are expected quantities determined based on the forecasts, current on-hand quantity, future deliveries and shipments, and expected write-offs (see figure below).

Streamline shows a sum of these quantities for each item in the Stockout column of the Inventory planning tab.


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projections-reports.txt · Last modified: 2019/10/17 15:35 by admin